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 | $29,029 | $98,750-70.6% | $149,696-80.6% | $79,858-63.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.17% | 27.43%-23.3pp | 276.60%-272.4pp | 31.71%-27.5pp |
| Employer contribution / active EE | $2,254 | $3,216-29.9% | $4,644-51.5% | $2,471-8.8% |
| Participant deferral / active EE | $3,797 | $5,680-33.2% | $6,842-44.5% | $3,740+1.5% |
| Admin fee / account holder | $15,433 | $6,053+155.0% | $9,309+65.8% | $5,306+190.8% |