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 | $32,478 | $158,398-79.5% | $126,539-74.3% | $142,382-77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.42% | 593.76%-584.3pp | 425.95%-416.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,837 | $4,650-60.5% | $3,674-50.0% | $4,299-57.3% |
| Participant deferral / active EE | $707 | $4,767-85.2% | $4,083-82.7% | $6,507-89.1% |
| Admin fee / account holder | $10,788 | $6,918+55.9% | $6,065+77.9% | $12,624-14.5% |