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 | $34,877 | $99,020-64.8% | $86,590-59.7% | $147,584-76.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.67% | 1312.34%-1304.7pp | 964.84%-957.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,125 | $3,132-32.2% | $2,839-25.2% | $4,876-56.4% |
| Participant deferral / active EE | $8,489 | $3,972+113.7% | $3,609+135.3% | $5,439+56.1% |
| Admin fee / account holder | $642 | $5,710-88.8% | $4,906-86.9% | $10,885-94.1% |