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 | $21,541 | $49,922-56.9% | $80,569-73.3% | $75,163-71.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 8.39% | 34.69%-26.3pp | 935.43%-927.0pp | 160.62%-152.2pp |
| Employer contribution / active EE | $1,034 | $1,698-39.1% | $2,723-62.0% | $2,670-61.3% |
| Participant deferral / active EE | $1,500 | $2,990-49.8% | $4,447-66.3% | $4,125-63.6% |
| Admin fee / account holder | $7,248 | $3,577+102.6% | $5,377+34.8% | $5,651+28.3% |