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 | $36,199 | $177,572-79.6% | $154,803-76.6% | $142,382-74.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.77% | 65.07%-63.3pp | 58.88%-57.1pp | 217.08%-215.3pp |
| Employer contribution / active EE | $25,799 | $4,810+436.3% | $4,305+499.2% | $4,299+500.1% |
| Participant deferral / active EE | $16,150 | $6,272+157.5% | $5,540+191.5% | $6,507+148.2% |
| Admin fee / account holder | $161,910 | $16,786+864.6% | $14,329+1029.9% | $12,624+1182.6% |