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 | $51,489 | $181,894-71.7% | $156,549-67.1% | $273,961-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.96% | 30.74%-29.8pp | 32.23%-31.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $5,795 | $6,248-7.3% | $5,501+5.3% | $4,869+19.0% |
| Participant deferral / active EE | $3,526 | $5,550-36.5% | $4,871-27.6% | $5,287-33.3% |
| Admin fee / account holder | $2,162 | $15,559-86.1% | $13,027-83.4% | $10,132-78.7% |