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 | $38,227 | $183,963-79.2% | $162,163-76.4% | $152,861-75.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.40% | 150.76%-144.4pp | 115.59%-109.2pp | 345.32%-338.9pp |
| Employer contribution / active EE | $5,141 | $6,371-19.3% | $5,614-8.4% | $4,762+7.9% |
| Participant deferral / active EE | $11,625 | $8,034+44.7% | $7,298+59.3% | $5,850+98.7% |
| Admin fee / account holder | $10,074 | $13,121-23.2% | $10,843-7.1% | $11,596-13.1% |