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 | $38,601 | $65,561-41.1% | $86,188-55.2% | $75,163-48.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 10.41% | 46.05%-35.6pp | 1168.45%-1158.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,156 | $1,553+38.9% | $2,380-9.4% | $2,670-19.2% |
| Participant deferral / active EE | $3,511 | $3,024+16.1% | $3,985-11.9% | $4,125-14.9% |
| Admin fee / account holder | $3,531 | $5,474-35.5% | $6,852-48.5% | $5,651-37.5% |