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 | $47,153 | $80,717-41.6% | $154,803-69.5% | $84,808-44.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.85% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,780 | $2,761+0.7% | $4,305-35.4% | $2,631+5.7% |
| Participant deferral / active EE | $2,287 | $3,303-30.8% | $5,540-58.7% | $4,212-45.7% |
| Admin fee / account holder | $2,289 | $6,746-66.1% | $14,329-84.0% | $7,344-68.8% |