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 8-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 | $50,212 | $74,888-33.0% | $71,209-29.5% | $142,382-64.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.28% | 345.14%-337.9pp | 282.51%-275.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,495 | $2,854-47.6% | $2,721-45.1% | $4,299-65.2% |
| Participant deferral / active EE | $2,104 | $4,454-52.8% | $4,175-49.6% | $6,507-67.7% |
| Admin fee / account holder | $1,956 | $5,568-64.9% | $5,349-63.4% | $12,624-84.5% |