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 | $43,420 | $74,888-42.0% | $71,209-39.0% | $142,382-69.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.42% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,673 | $2,854+28.7% | $2,721+35.0% | $4,299-14.6% |
| Participant deferral / active EE | $3,718 | $4,454-16.5% | $4,175-10.9% | $6,507-42.9% |
| Admin fee / account holder | $29,689 | $5,568+433.2% | $5,349+455.1% | $12,624+135.2% |