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 | $47,192 | $114,381-58.7% | $107,525-56.1% | $142,382-66.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.77% | 242.71%-235.9pp | 181.32%-174.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $7,708 | $4,015+92.0% | $3,754+105.3% | $4,299+79.3% |
| Participant deferral / active EE | $3,201 | $5,564-42.5% | $5,116-37.4% | $6,507-50.8% |
| Admin fee / account holder | $104,662 | $9,860+961.5% | $8,919+1073.5% | $12,624+729.1% |