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 | $46,867 | $105,931-55.8% | $81,930-42.8% | $158,922-70.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.04% | 38.17%-34.1pp | 29.49%-25.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,764 | $7,800-77.4% | $4,310-59.1% | $4,761-63.0% |
| Participant deferral / active EE | $8,623 | $13,003-33.7% | $7,107+21.3% | $5,982+44.2% |
| Admin fee / account holder | $22,804 | $8,489+168.6% | $5,158+342.1% | $11,246+102.8% |