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 | $45,503 | $102,317-55.5% | $146,958-69.0% | $80,856-43.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 4.74% | 134.76%-130.0pp | 418.34%-413.6pp | 35.59%-30.9pp |
| Employer contribution / active EE | $10,190 | $3,713+174.4% | $4,933+106.6% | $2,755+269.9% |
| Participant deferral / active EE | $5,235 | $6,644-21.2% | $8,070-35.1% | $4,296+21.9% |
| Admin fee / account holder | $1,123 | $7,941-85.9% | $12,998-91.4% | $6,918-83.8% |