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 | $39,868 | $112,096-64.4% | $95,952-58.4% | $158,922-74.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.92% | 171.09%-169.2pp | 91.61%-89.7pp | 302.83%-300.9pp |
| Employer contribution / active EE | $10,766 | $3,198+236.7% | $2,541+323.7% | $4,761+126.1% |
| Participant deferral / active EE | $19,633 | $4,784+310.4% | $4,167+371.2% | $5,982+228.2% |
| Admin fee / account holder | $33,582 | $10,130+231.5% | $6,795+394.2% | $11,246+198.6% |