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 | $14,224 | $74,888-81.0% | $71,209-80.0% | $142,382-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.31% | 345.14%-336.8pp | 282.51%-274.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,476 | $2,854-13.3% | $2,721-9.0% | $4,299-42.4% |
| Participant deferral / active EE | $3,241 | $4,454-27.2% | $4,175-22.4% | $6,507-50.2% |
| Admin fee / account holder | $30,488 | $5,568+447.5% | $5,349+470.0% | $12,624+141.5% |