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 | $33,564 | $114,381-70.7% | $107,525-68.8% | $142,382-76.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.74% | 242.71%-239.0pp | 181.32%-177.6pp | 217.08%-213.3pp |
| Employer contribution / active EE | $4,773 | $4,015+18.9% | $3,754+27.2% | $4,299+11.0% |
| Participant deferral / active EE | $30,500 | $5,564+448.1% | $5,116+496.2% | $6,507+368.7% |
| Admin fee / account holder | $676,563 | $9,860+6761.6% | $8,919+7485.9% | $12,624+5259.5% |