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 | $29,563 | $102,966-71.3% | $90,281-67.3% | $152,861-80.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.05% | 95.16%-93.1pp | 78.10%-76.1pp | 345.32%-343.3pp |
| Employer contribution / active EE | $3,042 | $3,139-3.1% | $2,854+6.6% | $4,762-36.1% |
| Participant deferral / active EE | $4,394 | $4,281+2.6% | $3,885+13.1% | $5,850-24.9% |
| Admin fee / account holder | $1,286 | $6,171-79.2% | $5,351-76.0% | $11,596-88.9% |