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 | $29,955 | $117,983-74.6% | $101,794-70.6% | $142,382-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.41% | 36.92%-29.5pp | 30.53%-23.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $4,176 | $2,773+50.6% | $2,289+82.4% | $4,299-2.9% |
| Participant deferral / active EE | $3,975 | $4,714-15.7% | $4,084-2.7% | $6,507-38.9% |
| Admin fee / account holder | $12,096 | $10,433+15.9% | $8,777+37.8% | $12,624-4.2% |