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 | $47,649 | $110,261-56.8% | $95,745-50.2% | $139,434-65.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.62% | 27.11%-19.5pp | 28.35%-20.7pp | 372.94%-365.3pp |
| Employer contribution / active EE | $7,556 | $3,257+132.0% | $2,835+166.6% | $4,751+59.0% |
| Participant deferral / active EE | $6,301 | $4,676+34.8% | $4,245+48.5% | $6,710-6.1% |
| Admin fee / account holder | $46,831 | $6,613+608.1% | $5,678+724.8% | $11,403+310.7% |