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 | $43,130 | $152,587-71.7% | $125,175-65.5% | $152,861-71.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.93% | 54.84%-52.9pp | 43.79%-41.9pp | 345.32%-343.4pp |
| Employer contribution / active EE | $1,451 | $4,946-70.7% | $3,865-62.5% | $4,762-69.5% |
| Participant deferral / active EE | $5,281 | $5,868-10.0% | $4,937+7.0% | $5,850-9.7% |
| Admin fee / account holder | $475 | $13,434-96.5% | $9,702-95.1% | $11,596-95.9% |