See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,866 | $49,227-39.3% | $70,449-57.6% | $79,858-62.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.81% | 30.06%-27.3pp | 109.03%-106.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $4,737 | $2,099+125.7% | $2,737+73.1% | $2,471+91.7% |
| Participant deferral / active EE | $3,469 | $2,768+25.3% | $3,709-6.5% | $3,740-7.2% |
| Admin fee / account holder | $916 | $2,878-68.2% | $3,845-76.2% | $5,306-82.7% |