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 | $35,033 | $63,346-44.7% | $92,233-62.0% | $70,131-50.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.03% | 530.12%-524.1pp | 176.28%-170.2pp | 73.14%-67.1pp |
| Employer contribution / active EE | $2,581 | $2,471+4.5% | $3,679-29.8% | $2,342+10.2% |
| Participant deferral / active EE | $2,105 | $2,854-26.2% | $3,897-46.0% | $3,332-36.8% |
| Admin fee / account holder | $11,726 | $3,840+205.3% | $5,194+125.8% | $4,645+152.4% |