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 7-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 | $10,962 | $74,888-85.4% | $71,209-84.6% | $142,382-92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.77% | 345.14%-333.4pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,951 | $2,854-31.7% | $2,721-28.3% | $4,299-54.6% |
| Participant deferral / active EE | $2,992 | $4,454-32.8% | $4,175-28.3% | $6,507-54.0% |
| Admin fee / account holder | $5,940 | $5,568+6.7% | $5,349+11.0% | $12,624-52.9% |