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 | $48,443 | $137,414-64.7% | $189,513-74.4% | $85,850-43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.93% | 38.14%-27.2pp | 555.15%-544.2pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,456 | $4,344-43.5% | $6,162-60.1% | $2,565-4.3% |
| Participant deferral / active EE | $4,849 | $6,260-22.5% | $8,221-41.0% | $3,952+22.7% |
| Admin fee / account holder | $3,178 | $8,630-63.2% | $12,045-73.6% | $6,260-49.2% |