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 | $48,644 | $159,602-69.5% | $150,045-67.6% | $142,382-65.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.07% | 70.24%-63.2pp | 62.55%-55.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,229 | $4,961-55.1% | $4,693-52.5% | $4,299-48.2% |
| Participant deferral / active EE | $3,936 | $8,310-52.6% | $7,997-50.8% | $6,507-39.5% |
| Admin fee / account holder | $46,040 | $14,846+210.1% | $13,435+242.7% | $12,624+264.7% |