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 | $23,442 | $148,534-84.2% | $135,903-82.8% | $139,434-83.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.64% | 79.19%-69.6pp | 68.23%-58.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $10,670 | $5,243+103.5% | $4,856+119.7% | $4,751+124.6% |
| Participant deferral / active EE | $14,623 | $8,100+80.5% | $7,758+88.5% | $6,710+117.9% |
| Admin fee / account holder | $40,003 | $12,400+222.6% | $10,762+271.7% | $11,403+250.8% |