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 | $53,378 | $81,248-34.3% | $155,509-65.7% | $80,856-34.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.92% | 33.31%-23.4pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,800 | $3,100+22.6% | $4,672-18.7% | $2,755+37.9% |
| Participant deferral / active EE | $4,789 | $3,452+38.7% | $5,626-14.9% | $4,296+11.5% |
| Admin fee / account holder | $2,076 | $7,997-74.0% | $15,912-87.0% | $6,918-70.0% |