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 | $48,205 | $101,724-52.6% | $164,813-70.8% | $80,856-40.4% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 8.62% | 16.72%-8.1pp | 69.93%-61.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,501 | $2,953-49.2% | $4,341-65.4% | $2,755-45.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,057 | $8,227-75.0% | $12,690-83.8% | $6,918-70.3% |