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 | $43,318 | $96,635-55.2% | $86,612-50.0% | $139,434-68.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.70% | 106.41%-98.7pp | 591.07%-583.4pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,646 | $3,263-49.5% | $3,022-45.5% | $4,751-65.3% |
| Participant deferral / active EE | $3,653 | $4,836-24.5% | $4,438-17.7% | $6,710-45.6% |
| Admin fee / account holder | $10,138 | $6,408+58.2% | $5,614+80.6% | $11,403-11.1% |