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 | $36,468 | $210,648-82.7% | $177,989-79.5% | $145,922-75.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.06% | 385.86%-384.8pp | 294.48%-293.4pp | 561.29%-560.2pp |
| Employer contribution / active EE | $1,887 | $4,565-58.7% | $3,949-52.2% | $4,660-59.5% |
| Participant deferral / active EE | $9,588 | $6,958+37.8% | $6,276+52.8% | $6,688+43.4% |
| Admin fee / account holder | $337,358 | $12,013+2708.3% | $10,363+3155.3% | $13,397+2418.2% |