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 | $48,102 | $89,753-46.4% | $107,525-55.3% | $84,808-43.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.46% | 29.48%-20.0pp | 181.32%-171.9pp | 40.90%-31.4pp |
| Employer contribution / active EE | $5,628 | $3,113+80.8% | $3,754+49.9% | $2,631+113.9% |
| Participant deferral / active EE | $3,612 | $4,056-11.0% | $5,116-29.4% | $4,212-14.2% |
| Admin fee / account holder | $6,285 | $7,222-13.0% | $8,919-29.5% | $7,344-14.4% |