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 | $51,575 | $106,890-51.7% | $84,015-38.6% | $152,861-66.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 1.01% | 104.99%-104.0pp | 71.31%-70.3pp | 345.32%-344.3pp |
| Employer contribution / active EE | $2,917 | $2,734+6.7% | $1,983+47.1% | $4,762-38.8% |
| Participant deferral / active EE | $1,542 | $4,011-61.6% | $3,239-52.4% | $5,850-73.6% |
| Admin fee / account holder | $4,760 | $8,285-42.5% | $6,101-22.0% | $11,596-59.0% |