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 | $58,798 | $114,381-48.6% | $107,525-45.3% | $142,382-58.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.36% | 242.71%-235.3pp | 181.32%-174.0pp | 217.08%-209.7pp |
| Employer contribution / active EE | $2,582 | $4,015-35.7% | $3,754-31.2% | $4,299-39.9% |
| Participant deferral / active EE | $10,270 | $5,564+84.6% | $5,116+100.8% | $6,507+57.8% |
| Admin fee / account holder | $23,622 | $9,860+139.6% | $8,919+164.9% | $12,624+87.1% |