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 | $48,620 | $159,602-69.5% | $150,045-67.6% | $142,382-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.60% | 70.24%-64.6pp | 62.55%-56.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $5,198 | $4,961+4.8% | $4,693+10.8% | $4,299+20.9% |
| Participant deferral / active EE | $13,260 | $8,310+59.6% | $7,997+65.8% | $6,507+103.8% |
| Admin fee / account holder | $3,097 | $14,846-79.1% | $13,435-76.9% | $12,624-75.5% |