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 | $37,603 | $214,378-82.5% | $200,582-81.3% | $142,382-73.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.96% | 46.41%-41.4pp | 42.33%-37.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,531 | $6,841-63.0% | $6,419-60.6% | $4,299-41.1% |
| Participant deferral / active EE | $7,449 | $9,865-24.5% | $9,331-20.2% | $6,507+14.5% |
| Admin fee / account holder | $7,496 | $17,692-57.6% | $16,305-54.0% | $12,624-40.6% |