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 | $35,339 | $81,460-56.6% | $103,333-65.8% | $80,856-56.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.09% | 25.55%-17.5pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $4,019 | $3,105+29.4% | $3,868+3.9% | $2,755+45.9% |
| Participant deferral / active EE | $3,272 | $3,869-15.4% | $5,057-35.3% | $4,296-23.8% |
| Admin fee / account holder | $3,146 | $6,566-52.1% | $8,355-62.3% | $6,918-54.5% |