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 | $32,717 | $74,888-56.3% | $71,209-54.1% | $142,382-77.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.78% | 345.14%-337.4pp | 282.51%-274.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $15,618 | $2,854+447.2% | $2,721+474.0% | $4,299+263.3% |
| Participant deferral / active EE | $25,888 | $4,454+481.2% | $4,175+520.0% | $6,507+297.8% |
| Admin fee / account holder | $36,856 | $5,568+561.9% | $5,349+589.1% | $12,624+192.0% |