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 | $37,637 | $74,888-49.7% | $71,209-47.1% | $142,382-73.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.44% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,852 | $2,854-35.1% | $2,721-31.9% | $4,299-56.9% |
| Participant deferral / active EE | $6,503 | $4,454+46.0% | $4,175+55.8% | $6,507-0.1% |
| Admin fee / account holder | $12,262 | $5,568+120.2% | $5,349+129.3% | $12,624-2.9% |