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 | $47,369 | $232,540-79.6% | $185,117-74.4% | $147,584-67.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.95% | 43.03%-37.1pp | 40.50%-34.5pp | 578.55%-572.6pp |
| Employer contribution / active EE | $4,227 | $5,195-18.6% | $4,182+1.1% | $4,876-13.3% |
| Participant deferral / active EE | $8,454 | $5,834+44.9% | $5,045+67.6% | $5,439+55.4% |
| Admin fee / account holder | $63,703 | $10,275+520.0% | $8,159+680.7% | $10,885+485.2% |