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 | $45,122 | $78,422-42.5% | $95,952-53.0% | $79,858-43.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.59% | 19.37%-13.8pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,689 | $1,945+38.3% | $2,541+5.8% | $2,471+8.8% |
| Participant deferral / active EE | $5,093 | $3,440+48.1% | $4,167+22.2% | $3,740+36.2% |
| Admin fee / account holder | $7,913 | $5,622+40.7% | $6,795+16.4% | $5,306+49.1% |