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 | $30,876 | $29,660+4.1% | $56,411-45.3% | $80,856-61.8% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 9.10% | 35.23%-26.1pp | 1701.33%-1692.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,190 | $669+77.9% | $1,039+14.6% | $2,755-56.8% |
| Participant deferral / active EE | $1,896 | $1,226+54.7% | $1,952-2.8% | $4,296-55.9% |
| Admin fee / account holder | $13,929 | $2,428+473.8% | $2,829+392.4% | $6,918+101.3% |