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 | $87,394 | $150,187-41.8% | $120,354-27.4% | $145,922-40.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 2.25% | 154.07%-151.8pp | 107.15%-104.9pp | 561.29%-559.0pp |
| Employer contribution / active EE | $2,901 | $4,348-33.3% | $3,463-16.2% | $4,660-37.7% |
| Participant deferral / active EE | $16,222 | $6,173+162.8% | $4,991+225.0% | $6,688+142.6% |
| Admin fee / account holder | $62,526 | $12,207+412.2% | $9,423+563.5% | $13,397+366.7% |