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 | $45,950 | $99,652-53.9% | $78,778-41.7% | $147,584-68.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.80% | 47.28%-40.5pp | 35.62%-28.8pp | 578.55%-571.7pp |
| Employer contribution / active EE | $1,833 | $2,796-34.4% | $1,986-7.7% | $4,876-62.4% |
| Participant deferral / active EE | $5,096 | $3,664+39.1% | $2,958+72.3% | $5,439-6.3% |
| Admin fee / account holder | $2,871 | $7,155-59.9% | $5,134-44.1% | $10,885-73.6% |