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 | $50,561 | $114,381-55.8% | $107,525-53.0% | $142,382-64.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.49% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,650 | $4,015-9.1% | $3,754-2.8% | $4,299-15.1% |
| Participant deferral / active EE | $3,797 | $5,564-31.8% | $5,116-25.8% | $6,507-41.6% |
| Admin fee / account holder | $5,286 | $9,860-46.4% | $8,919-40.7% | $12,624-58.1% |