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 | $40,863 | $198,466-79.4% | $170,442-76.0% | $147,584-72.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.90% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,669 | $6,184-56.8% | $5,433-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $4,408 | $5,629-21.7% | $4,939-10.8% | $5,439-19.0% |
| Admin fee / account holder | $36,440 | $16,852+116.2% | $13,880+162.5% | $10,885+234.8% |