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 | $38,474 | $85,766-55.1% | $136,294-71.8% | $70,131-45.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.91% | 31.45%-20.5pp | 5155.94%-5145.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,258 | $2,966-23.9% | $4,695-51.9% | $2,342-3.6% |
| Participant deferral / active EE | $3,499 | $5,051-30.7% | $6,247-44.0% | $3,332+5.0% |
| Admin fee / account holder | $6,533 | $5,420+20.5% | $9,243-29.3% | $4,645+40.6% |