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 | $32,526 | $232,540-86.0% | $185,117-82.4% | $147,584-78.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.35% | 43.03%-38.7pp | 40.50%-36.1pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,558 | $5,195-70.0% | $4,182-62.7% | $4,876-68.0% |
| Participant deferral / active EE | $7,163 | $5,834+22.8% | $5,045+42.0% | $5,439+31.7% |
| Admin fee / account holder | $136,194 | $10,275+1225.5% | $8,159+1569.2% | $10,885+1151.2% |