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 8-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 | $49,652 | $81,248-38.9% | $155,509-68.1% | $80,856-38.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.74% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,379 | $3,100+9.0% | $4,672-27.7% | $2,755+22.7% |
| Participant deferral / active EE | $4,038 | $3,452+17.0% | $5,626-28.2% | $4,296-6.0% |
| Admin fee / account holder | $2,288 | $7,997-71.4% | $15,912-85.6% | $6,918-66.9% |