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 | $26,629 | $185,822-85.7% | $169,993-84.3% | $139,434-80.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.96% | 60.50%-59.5pp | 53.37%-52.4pp | 372.94%-372.0pp |
| Employer contribution / active EE | $8,131 | $7,590+7.1% | $6,785+19.8% | $4,751+71.2% |
| Participant deferral / active EE | $12,478 | $11,622+7.4% | $10,408+19.9% | $6,710+86.0% |
| Admin fee / account holder | $79,728 | $15,381+418.4% | $12,815+522.1% | $11,403+599.2% |