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 | $41,383 | $104,974-60.6% | $95,585-56.7% | $142,382-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.14% | 210.33%-200.2pp | 38.56%-28.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,778 | $2,7790% | $2,527+9.9% | $4,299-35.4% |
| Participant deferral / active EE | $1,555 | $4,352-64.3% | $4,023-61.3% | $6,507-76.1% |
| Admin fee / account holder | $332 | $6,386-94.8% | $6,127-94.6% | $12,624-97.4% |