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 8-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 | $55,065 | $114,381-51.9% | $107,525-48.8% | $142,382-61.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.85% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,446 | $4,015-14.2% | $3,754-8.2% | $4,299-19.8% |
| Participant deferral / active EE | $11,804 | $5,564+112.1% | $5,116+130.7% | $6,507+81.4% |
| Admin fee / account holder | $17,226 | $9,860+74.7% | $8,919+93.1% | $12,624+36.5% |