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 | $48,389 | $91,190-46.9% | $178,490-72.9% | $79,858-39.4% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 4.32% | 24.19%-19.9pp | 151.07%-146.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $5,457 | $3,256+67.6% | $5,011+8.9% | $2,471+120.9% |
| Participant deferral / active EE | $3,372 | $3,236+4.2% | $5,202-35.2% | $3,740-9.8% |
| Admin fee / account holder | $1,786 | $6,751-73.5% | $13,984-87.2% | $5,306-66.3% |