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 | $48,405 | $102,966-53.0% | $90,281-46.4% | $152,861-68.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.12% | 95.16%-90.0pp | 78.10%-73.0pp | 345.32%-340.2pp |
| Employer contribution / active EE | $3,765 | $3,139+20.0% | $2,854+31.9% | $4,762-20.9% |
| Participant deferral / active EE | $4,652 | $4,281+8.7% | $3,885+19.7% | $5,850-20.5% |
| Admin fee / account holder | $2,517 | $6,171-59.2% | $5,351-53.0% | $11,596-78.3% |