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 | $28,003 | $30,400-7.9% | $53,898-48.0% | $84,808-67.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 12.05% | 500.19%-488.1pp | 528.60%-516.6pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,691 | $603+180.6% | $932+81.4% | $2,631-35.7% |
| Participant deferral / active EE | $3,469 | $1,199+189.4% | $1,826+89.9% | $4,212-17.6% |
| Admin fee / account holder | $11,421 | $1,993+472.9% | $2,491+358.5% | $7,344+55.5% |