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 | $42,380 | $101,069-58.1% | $81,478-48.0% | $147,584-71.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.96% | 32.40%-24.4pp | 38.78%-30.8pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,683 | $3,205-16.3% | $2,568+4.5% | $4,876-45.0% |
| Participant deferral / active EE | $2,127 | $4,242-49.8% | $3,537-39.8% | $5,439-60.9% |
| Admin fee / account holder | $118,933 | $5,812+1946.4% | $4,561+2507.6% | $10,885+992.6% |