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 | $99,702 | $232,540-57.1% | $185,117-46.1% | $147,584-32.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.02% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,299 | $5,195-75.0% | $4,182-68.9% | $4,876-73.4% |
| Participant deferral / active EE | $20,000 | $5,834+242.8% | $5,045+296.4% | $5,439+267.7% |
| Admin fee / account holder | $51,350 | $10,275+399.8% | $8,159+529.3% | $10,885+371.7% |