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 | $47,494 | $89,753-47.1% | $107,525-55.8% | $84,808-44.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.34% | 29.48%-19.1pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $4,271 | $3,113+37.2% | $3,754+13.8% | $2,631+62.3% |
| Participant deferral / active EE | $7,358 | $4,056+81.4% | $5,116+43.8% | $4,212+74.7% |
| Admin fee / account holder | $439 | $7,222-93.9% | $8,919-95.1% | $7,344-94.0% |