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 | $34,186 | $102,966-66.8% | $90,281-62.1% | $152,861-77.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.60% | 95.16%-94.6pp | 78.10%-77.5pp | 345.32%-344.7pp |
| Employer contribution / active EE | $14,805 | $3,139+371.7% | $2,854+418.7% | $4,762+210.9% |
| Participant deferral / active EE | $13,413 | $4,281+213.3% | $3,885+245.2% | $5,850+129.3% |
| Admin fee / account holder | $12,948 | $6,171+109.8% | $5,351+142.0% | $11,596+11.7% |