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 | $24,303 | $106,515-77.2% | $96,683-74.9% | $139,434-82.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.52% | 38.43%-33.9pp | 35.69%-31.2pp | 372.94%-368.4pp |
| Employer contribution / active EE | $1,670 | $4,103-59.3% | $3,737-55.3% | $4,751-64.8% |
| Participant deferral / active EE | $7,208 | $5,454+32.2% | $4,878+47.8% | $6,710+7.4% |
| Admin fee / account holder | $51,379 | $7,877+552.3% | $6,730+663.5% | $11,403+350.6% |