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 | $30,075 | $74,888-59.8% | $71,209-57.8% | $142,382-78.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.44% | 345.14%-342.7pp | 282.51%-280.1pp | 217.08%-214.6pp |
| Employer contribution / active EE | $830 | $2,854-70.9% | $2,721-69.5% | $4,299-80.7% |
| Participant deferral / active EE | $3,208 | $4,454-28.0% | $4,175-23.2% | $6,507-50.7% |
| Admin fee / account holder | $62,435 | $5,568+1021.2% | $5,349+1067.3% | $12,624+394.6% |