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 | $42,960 | $104,486-58.9% | $76,817-44.1% | $152,861-71.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 3.90% | 1013.37%-1009.5pp | 1166.11%-1162.2pp | 345.32%-341.4pp |
| Employer contribution / active EE | $862 | $3,116-72.3% | $2,302-62.6% | $4,762-81.9% |
| Participant deferral / active EE | $3,074 | $4,236-27.4% | $3,336-7.8% | $5,850-47.5% |
| Admin fee / account holder | $1,952 | $12,275-84.1% | $6,420-69.6% | $11,596-83.2% |