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 | $11,434 | $88,751-87.1% | $81,812-86.0% | $145,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.98% | 1025.40%-1024.4pp | 773.79%-772.8pp | 561.29%-560.3pp |
| Employer contribution / active EE | $4,278 | $3,083+38.7% | $2,912+46.9% | $4,660-8.2% |
| Participant deferral / active EE | $5,730 | $4,643+23.4% | $4,319+32.7% | $6,688-14.3% |
| Admin fee / account holder | $10,521 | $8,415+25.0% | $7,386+42.5% | $13,397-21.5% |