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 | $37,915 | $117,841-67.8% | $102,423-63.0% | $145,922-74.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.47% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,114 | $3,615-41.5% | $3,023-30.1% | $4,660-54.6% |
| Participant deferral / active EE | $3,238 | $5,731-43.5% | $5,053-35.9% | $6,688-51.6% |
| Admin fee / account holder | $50,986 | $13,326+282.6% | $9,451+439.5% | $13,397+280.6% |