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 | $37,002 | $106,515-65.3% | $96,683-61.7% | $139,434-73.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.86% | 38.43%-30.6pp | 35.69%-27.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,278 | $4,103-44.5% | $3,737-39.0% | $4,751-52.0% |
| Participant deferral / active EE | $3,711 | $5,454-31.9% | $4,878-23.9% | $6,710-44.7% |
| Admin fee / account holder | $17,783 | $7,877+125.8% | $6,730+164.3% | $11,403+56.0% |