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 | $67,700 | $112,881-40.0% | $90,951-25.6% | $158,922-57.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.02% | 215.79%-213.8pp | 134.60%-132.6pp | 302.83%-300.8pp |
| Employer contribution / active EE | $13,691 | $2,893+373.2% | $2,122+545.2% | $4,761+187.5% |
| Participant deferral / active EE | $7,539 | $4,128+82.7% | $3,373+123.5% | $5,982+26.0% |
| Admin fee / account holder | $184,797 | $8,041+2198.3% | $5,959+3001.4% | $11,246+1543.3% |