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 | $41,817 | $114,047-63.3% | $96,139-56.5% | $167,490-75.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.80% | 189.88%-182.1pp | 191.94%-184.1pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,463 | $3,427-28.1% | $2,797-11.9% | $4,837-49.1% |
| Participant deferral / active EE | $7,063 | $5,194+36.0% | $4,349+62.4% | $6,341+11.4% |
| Admin fee / account holder | $3,392 | $6,897-50.8% | $5,537-38.7% | $12,309-72.4% |