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 | $43,478 | $127,777-66.0% | $106,548-59.2% | $167,490-74.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.26% | 33.87%-26.6pp | 26.80%-19.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $5,988 | $3,427+74.7% | $2,819+112.4% | $4,837+23.8% |
| Participant deferral / active EE | $3,718 | $5,087-26.9% | $4,398-15.5% | $6,341-41.4% |
| Admin fee / account holder | $4,669 | $11,228-58.4% | $7,407-37.0% | $12,309-62.1% |