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 | $38,800 | $85,766-54.8% | $136,294-71.5% | $70,131-44.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.33% | 31.45%-24.1pp | 5155.94%-5148.6pp | 73.14%-65.8pp |
| Employer contribution / active EE | $4,304 | $2,966+45.1% | $4,695-8.3% | $2,342+83.7% |
| Participant deferral / active EE | $5,339 | $5,051+5.7% | $6,247-14.5% | $3,332+60.2% |
| Admin fee / account holder | $34,572 | $5,420+537.8% | $9,243+274.0% | $4,645+644.2% |