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 | $22,604 | $53,516-57.8% | $126,539-82.1% | $84,808-73.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.04% | 58.34%-47.3pp | 425.95%-414.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,879 | $1,535+22.4% | $3,674-48.9% | $2,631-28.6% |
| Participant deferral / active EE | $5,096 | $2,671+90.8% | $4,083+24.8% | $4,212+21.0% |
| Admin fee / account holder | $4,402 | $4,497-2.1% | $6,065-27.4% | $7,344-40.1% |