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 | $39,825 | $135,952-70.7% | $123,892-67.9% | $273,961-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.45% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,739 | $5,170+11.0% | $4,617+24.3% | $4,869+17.9% |
| Participant deferral / active EE | $10,536 | $6,343+66.1% | $5,984+76.1% | $5,287+99.3% |
| Admin fee / account holder | $16,937 | $9,817+72.5% | $8,357+102.7% | $10,132+67.2% |