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 | $36,784 | $217,402-83.1% | $185,823-80.2% | $167,490-78.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.20% | 148.36%-140.2pp | 122.05%-113.9pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,209 | $5,873-62.4% | $5,167-57.2% | $4,837-54.3% |
| Participant deferral / active EE | $3,593 | $6,356-43.5% | $5,568-35.5% | $6,341-43.3% |
| Admin fee / account holder | $1,287 | $19,811-93.5% | $16,237-92.1% | $12,309-89.5% |