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 | $24,988 | $117,841-78.8% | $102,423-75.6% | $145,922-82.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.40% | 31.65%-25.2pp | 29.32%-22.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $2,705 | $3,615-25.2% | $3,023-10.5% | $4,660-41.9% |
| Participant deferral / active EE | $2,861 | $5,731-50.1% | $5,053-43.4% | $6,688-57.2% |
| Admin fee / account holder | $1,540 | $13,326-88.4% | $9,451-83.7% | $13,397-88.5% |