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 | $45,592 | $117,983-61.4% | $101,794-55.2% | $142,382-68.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.18% | 36.92%-28.7pp | 30.53%-22.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,595 | $2,773+29.7% | $2,289+57.1% | $4,299-16.4% |
| Participant deferral / active EE | $3,135 | $4,714-33.5% | $4,084-23.2% | $6,507-51.8% |
| Admin fee / account holder | $79,887 | $10,433+665.7% | $8,777+810.2% | $12,624+532.8% |