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 | $60,228 | $104,974-42.6% | $95,585-37.0% | $142,382-57.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.50% | 210.33%-200.8pp | 38.56%-29.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,762 | $2,779+71.4% | $2,527+88.5% | $4,299+10.8% |
| Participant deferral / active EE | $2,214 | $4,352-49.1% | $4,023-45.0% | $6,507-66.0% |
| Admin fee / account holder | $12,859 | $6,386+101.4% | $6,127+109.9% | $12,624+1.9% |