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 | $39,040 | $95,266-59.0% | $82,389-52.6% | $142,382-72.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.43% | 25.74%-15.3pp | 28.67%-18.2pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,780 | $2,991-7.0% | $2,517+10.5% | $4,299-35.3% |
| Participant deferral / active EE | $1,485 | $4,809-69.1% | $4,155-64.3% | $6,507-77.2% |
| Admin fee / account holder | $9,896 | $8,563+15.6% | $7,231+36.9% | $12,624-21.6% |