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 | $45,776 | $127,065-64.0% | $113,168-59.6% | $142,382-67.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 2.41% | 24.03%-21.6pp | 24.27%-21.9pp | 217.08%-214.7pp |
| Employer contribution / active EE | $11,995 | $3,442+248.5% | $2,975+303.2% | $4,299+179.0% |
| Participant deferral / active EE | $17,315 | $5,716+202.9% | $5,107+239.0% | $6,507+166.1% |
| Admin fee / account holder | $45,842 | $15,736+191.3% | $12,068+279.9% | $12,624+263.1% |