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 | $18,254 | $159,602-88.6% | $150,045-87.8% | $142,382-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.97% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,733 | $4,961-24.8% | $4,693-20.5% | $4,299-13.2% |
| Participant deferral / active EE | $6,262 | $8,310-24.7% | $7,997-21.7% | $6,507-3.8% |
| Admin fee / account holder | $38,835 | $14,846+161.6% | $13,435+189.1% | $12,624+207.6% |