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 | $28,192 | $175,202-83.9% | $149,673-81.2% | $139,434-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.92% | 166.71%-159.8pp | 134.42%-127.5pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,080 | $5,474-62.0% | $4,818-56.8% | $4,751-56.2% |
| Participant deferral / active EE | $9,500 | $6,519+45.7% | $5,680+67.3% | $6,710+41.6% |
| Admin fee / account holder | $226,945 | $16,150+1305.2% | $13,210+1618.0% | $11,403+1890.3% |