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 | $48,058 | $71,809-33.1% | $61,048-21.3% | $152,861-68.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 5.23% | 29.74%-24.5pp | 26.18%-21.0pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,973 | $4,545-56.6% | $3,716-46.9% | $4,762-58.6% |
| Participant deferral / active EE | $2,716 | $5,467-50.3% | $4,470-39.2% | $5,850-53.6% |
| Admin fee / account holder | $4,384 | $4,750-7.7% | $3,728+17.6% | $11,596-62.2% |