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 | $18,549 | $95,416-80.6% | $185,823-90.0% | $85,850-78.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.20% | 23.59%-13.4pp | 122.05%-111.9pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,417 | $3,314-57.2% | $5,167-72.6% | $2,565-44.8% |
| Participant deferral / active EE | $1,096 | $3,423-68.0% | $5,568-80.3% | $3,952-72.3% |
| Admin fee / account holder | $9,244 | $7,213+28.2% | $16,237-43.1% | $6,260+47.7% |