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 | $37,659 | $105,859-64.4% | $90,160-58.2% | $147,584-74.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.54% | 37.63%-30.1pp | 34.88%-27.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,977 | $4,126-52.1% | $3,318-40.4% | $4,876-59.5% |
| Participant deferral / active EE | $3,852 | $5,733-32.8% | $5,288-27.1% | $5,439-29.2% |
| Admin fee / account holder | $1,021 | $8,046-87.3% | $5,943-82.8% | $10,885-90.6% |