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 | $35,106 | $115,770-69.7% | $101,248-65.3% | $158,922-77.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.39% | 56.14%-49.8pp | 46.47%-40.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $9,510 | $4,175+127.8% | $3,660+159.9% | $4,761+99.7% |
| Participant deferral / active EE | $4,211 | $4,957-15.0% | $4,370-3.6% | $5,982-29.6% |
| Admin fee / account holder | $2,172 | $7,245-70.0% | $5,945-63.5% | $11,246-80.7% |