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 | $28,792 | $217,402-86.8% | $185,823-84.5% | $167,490-82.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.10% | 148.36%-140.3pp | 122.05%-113.9pp | 478.56%-470.5pp |
| Employer contribution / active EE | $3,261 | $5,873-44.5% | $5,167-36.9% | $4,837-32.6% |
| Participant deferral / active EE | $4,856 | $6,356-23.6% | $5,568-12.8% | $6,341-23.4% |
| Admin fee / account holder | $5,858 | $19,811-70.4% | $16,237-63.9% | $12,309-52.4% |