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 | $25,727 | $104,251-75.3% | $91,001-71.7% | $147,584-82.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.43% | 27.06%-18.6pp | 4.60%+3.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,550 | $3,116-50.3% | $2,456-36.9% | $4,876-68.2% |
| Participant deferral / active EE | $2,258 | $4,195-46.2% | $3,547-36.4% | $5,439-58.5% |
| Admin fee / account holder | $40,394 | $8,948+351.4% | $5,417+645.7% | $10,885+271.1% |