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 | $51,021 | $100,852-49.4% | $90,404-43.6% | $158,922-67.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.42% | 1724.20%-1722.8pp | 1293.02%-1291.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $13,763 | $3,689+273.1% | $3,262+321.9% | $4,761+189.1% |
| Participant deferral / active EE | $21,732 | $4,348+399.8% | $3,963+448.3% | $5,982+263.3% |
| Admin fee / account holder | $110,310 | $6,501+1596.8% | $5,611+1866.0% | $11,246+880.9% |