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 | $38,645 | $74,888-48.4% | $71,209-45.7% | $142,382-72.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.20% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,622 | $2,854+26.9% | $2,721+33.1% | $4,299-15.8% |
| Participant deferral / active EE | $5,916 | $4,454+32.8% | $4,175+41.7% | $6,507-9.1% |
| Admin fee / account holder | $1,124 | $5,568-79.8% | $5,349-79.0% | $12,624-91.1% |