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 7-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 | $45,043 | $80,717-44.2% | $154,803-70.9% | $84,808-46.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.04% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,321 | $2,761-15.9% | $4,305-46.1% | $2,631-11.8% |
| Participant deferral / active EE | $6,937 | $3,303+110.0% | $5,540+25.2% | $4,212+64.7% |
| Admin fee / account holder | $5,647 | $6,746-16.3% | $14,329-60.6% | $7,344-23.1% |