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 | $29,343 | $80,717-63.6% | $154,803-81.0% | $84,808-65.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.54% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $7,514 | $2,761+172.1% | $4,305+74.5% | $2,631+185.6% |
| Participant deferral / active EE | $3,161 | $3,303-4.3% | $5,540-43.0% | $4,212-24.9% |
| Admin fee / account holder | $1,326 | $6,746-80.3% | $14,329-90.7% | $7,344-82.0% |