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 | $38,767 | $85,202-54.5% | $172,739-77.6% | $72,985-46.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.29% | 27.32%-15.0pp | 802.84%-790.6pp | 81.00%-68.7pp |
| Employer contribution / active EE | $5,382 | $3,324+61.9% | $5,143+4.6% | $2,440+120.6% |
| Participant deferral / active EE | $1,899 | $3,260-41.8% | $5,198-63.5% | $3,607-47.4% |
| Admin fee / account holder | $12,535 | $5,884+113.0% | $13,954-10.2% | $5,124+144.6% |