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 | $37,730 | $95,416-60.5% | $185,823-79.7% | $85,850-56.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 8.29% | 23.59%-15.3pp | 122.05%-113.8pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,997 | $3,314-39.7% | $5,167-61.4% | $2,565-22.2% |
| Participant deferral / active EE | $4,657 | $3,423+36.0% | $5,568-16.4% | $3,952+17.8% |
| Admin fee / account holder | $14,434 | $7,213+100.1% | $16,237-11.1% | $6,260+130.6% |