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 | $37,890 | $135,952-72.1% | $123,892-69.4% | $273,961-86.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.32% | 56.63%-54.3pp | 47.52%-45.2pp | 41.45%-39.1pp |
| Employer contribution / active EE | $19,852 | $5,170+284.0% | $4,617+330.0% | $4,869+307.7% |
| Participant deferral / active EE | $12,030 | $6,343+89.7% | $5,984+101.0% | $5,287+127.5% |
| Admin fee / account holder | $3,303 | $9,817-66.4% | $8,357-60.5% | $10,132-67.4% |