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 | $48,288 | $91,190-47.0% | $178,490-72.9% | $79,858-39.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.13% | 24.19%-19.1pp | 151.07%-145.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $5,909 | $3,256+81.5% | $5,011+17.9% | $2,471+139.2% |
| Participant deferral / active EE | $3,352 | $3,236+3.6% | $5,202-35.6% | $3,740-10.4% |
| Admin fee / account holder | $28,775 | $6,751+326.2% | $13,984+105.8% | $5,306+442.3% |