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 | $55,621 | $115,770-52.0% | $101,248-45.1% | $158,922-65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.72% | 56.14%-50.4pp | 46.47%-40.8pp | 302.83%-297.1pp |
| Employer contribution / active EE | $36,004 | $4,175+762.5% | $3,660+883.9% | $4,761+656.2% |
| Participant deferral / active EE | $1,913 | $4,957-61.4% | $4,370-56.2% | $5,982-68.0% |
| Admin fee / account holder | $15,419 | $7,245+112.8% | $5,945+159.3% | $11,246+37.1% |