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 | $38,566 | $183,519-79.0% | $155,509-75.2% | $145,922-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.60% | 61.17%-58.6pp | 64.67%-62.1pp | 561.29%-558.7pp |
| Employer contribution / active EE | $7,739 | $5,313+45.7% | $4,672+65.6% | $4,660+66.1% |
| Participant deferral / active EE | $3,853 | $6,462-40.4% | $5,626-31.5% | $6,688-42.4% |
| Admin fee / account holder | $60,744 | $19,313+214.5% | $15,912+281.7% | $13,397+353.4% |