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 | $50,465 | $109,881-54.1% | $150,045-66.4% | $84,808-40.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.00% | 28.25%-15.2pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,056 | $3,561-14.2% | $4,693-34.9% | $2,631+16.2% |
| Participant deferral / active EE | $7,570 | $6,636+14.1% | $7,997-5.3% | $4,212+79.8% |
| Admin fee / account holder | $14,957 | $8,568+74.6% | $13,435+11.3% | $7,344+103.7% |