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 9-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 | $47,640 | $83,477-42.9% | $125,175-61.9% | $72,985-34.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 6.40% | 25.78%-19.4pp | 43.79%-37.4pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,240 | $2,345-47.1% | $3,865-67.9% | $2,440-49.2% |
| Participant deferral / active EE | $1,920 | $3,585-46.4% | $4,937-61.1% | $3,607-46.8% |
| Admin fee / account holder | $10,739 | $5,517+94.6% | $9,702+10.7% | $5,124+109.6% |