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 | $34,970 | $150,187-76.7% | $120,354-70.9% | $145,922-76.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.43% | 154.07%-146.6pp | 107.15%-99.7pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,756 | $4,348-36.6% | $3,463-20.4% | $4,660-40.9% |
| Participant deferral / active EE | $1,535 | $6,173-75.1% | $4,991-69.2% | $6,688-77.0% |
| Admin fee / account holder | $24,127 | $12,207+97.6% | $9,423+156.0% | $13,397+80.1% |