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 | $53,875 | $157,256-65.7% | $141,162-61.8% | $152,861-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.22% | 64.32%-51.1pp | 71.39%-58.2pp | 345.32%-332.1pp |
| Employer contribution / active EE | $3,488 | $5,261-33.7% | $4,735-26.3% | $4,762-26.8% |
| Participant deferral / active EE | $8,415 | $7,109+18.4% | $6,709+25.4% | $5,850+43.8% |
| Admin fee / account holder | $99,740 | $12,120+722.9% | $10,261+872.0% | $11,596+760.1% |