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 | $40,127 | $124,281-67.7% | $109,143-63.2% | $167,490-76.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.46% | 26.04%-22.6pp | 25.75%-22.3pp | 478.56%-475.1pp |
| Employer contribution / active EE | $5,287 | $4,207+25.7% | $3,722+42.0% | $4,837+9.3% |
| Participant deferral / active EE | $10,994 | $5,255+109.2% | $4,653+136.3% | $6,341+73.4% |
| Admin fee / account holder | $869 | $7,970-89.1% | $6,752-87.1% | $12,309-92.9% |