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 | $50,471 | $165,335-69.5% | $149,696-66.3% | $158,922-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.76% | 348.15%-340.4pp | 276.60%-268.8pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,480 | $5,103-51.4% | $4,644-46.6% | $4,761-47.9% |
| Participant deferral / active EE | $3,119 | $7,181-56.6% | $6,842-54.4% | $5,982-47.9% |
| Admin fee / account holder | $30,164 | $10,807+179.1% | $9,309+224.0% | $11,246+168.2% |