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 | $46,287 | $88,751-47.8% | $81,812-43.4% | $145,922-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.48% | 1025.40%-1022.9pp | 773.79%-771.3pp | 561.29%-558.8pp |
| Employer contribution / active EE | $2,131 | $3,083-30.9% | $2,912-26.8% | $4,660-54.3% |
| Participant deferral / active EE | $5,056 | $4,643+8.9% | $4,319+17.1% | $6,688-24.4% |
| Admin fee / account holder | $112,513 | $8,415+1237.0% | $7,386+1423.3% | $13,397+739.8% |