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 | $46,191 | $165,335-72.1% | $149,696-69.1% | $158,922-70.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.12% | 348.15%-344.0pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $11,809 | $5,103+131.4% | $4,644+154.3% | $4,761+148.0% |
| Participant deferral / active EE | $13,700 | $7,181+90.8% | $6,842+100.2% | $5,982+129.0% |
| Admin fee / account holder | $5,165 | $10,807-52.2% | $9,309-44.5% | $11,246-54.1% |