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 | $25,166 | $100,852-75.0% | $90,404-72.2% | $158,922-84.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.69% | 1724.20%-1719.5pp | 1293.02%-1288.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $4,238 | $3,689+14.9% | $3,262+29.9% | $4,761-11.0% |
| Participant deferral / active EE | $3,096 | $4,348-28.8% | $3,963-21.9% | $5,982-48.2% |
| Admin fee / account holder | $14,322 | $6,501+120.3% | $5,611+155.3% | $11,246+27.4% |