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 | $26,870 | $78,103-65.6% | $289,028-90.7% | $116,875-77.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 9.24% | 15.26%-6.0pp | 243.94%-234.7pp | 16.29%-7.1pp |
| Employer contribution / active EE | $5,049 | $2,718+85.8% | $6,326-20.2% | $3,288+53.6% |
| Participant deferral / active EE | $4,564 | $2,921+56.2% | $4,804-5.0% | $3,885+17.5% |
| Admin fee / account holder | $4,542 | $8,683-47.7% | $14,050-67.7% | $12,263-63.0% |