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 | $44,970 | $104,251-56.9% | $91,001-50.6% | $147,584-69.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 6.66% | 27.06%-20.4pp | 4.60%+2.1pp | 578.55%-571.9pp |
| Employer contribution / active EE | $1,753 | $3,116-43.7% | $2,456-28.6% | $4,876-64.1% |
| Participant deferral / active EE | $2,850 | $4,195-32.1% | $3,547-19.7% | $5,439-47.6% |
| Admin fee / account holder | $43,269 | $8,948+383.6% | $5,417+698.7% | $10,885+297.5% |