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 | $34,031 | $202,432-83.2% | $169,368-79.9% | $139,434-75.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.72% | 531.74%-528.0pp | 405.60%-401.9pp | 372.94%-369.2pp |
| Employer contribution / active EE | $10,763 | $4,692+129.4% | $4,013+168.2% | $4,751+126.5% |
| Participant deferral / active EE | $11,540 | $6,938+66.3% | $6,221+85.5% | $6,710+72.0% |
| Admin fee / account holder | $341,506 | $10,708+3089.2% | $9,003+3693.2% | $11,403+2895.0% |