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 9-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 | $40,577 | $74,888-45.8% | $71,209-43.0% | $142,382-71.5% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 12.60% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,924 | $2,854+37.5% | $2,721+44.2% | $4,299-8.7% |
| Participant deferral / active EE | $5,152 | $4,454+15.7% | $4,175+23.4% | $6,507-20.8% |
| Admin fee / account holder | $11,878 | $5,568+113.3% | $5,349+122.1% | $12,624-5.9% |