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 | $47,425 | $202,318-76.6% | $172,739-72.5% | $152,861-69.0% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 7.20% | 1029.65%-1022.4pp | 802.84%-795.6pp | 345.32%-338.1pp |
| Employer contribution / active EE | $2,193 | $5,856-62.6% | $5,143-57.4% | $4,762-54.0% |
| Participant deferral / active EE | $5,734 | $5,948-3.6% | $5,198+10.3% | $5,850-2.0% |
| Admin fee / account holder | $2,399 | $17,109-86.0% | $13,954-82.8% | $11,596-79.3% |