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 | $46,652 | $91,190-48.8% | $178,490-73.9% | $79,858-41.6% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 4.64% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $3,462 | $3,256+6.3% | $5,011-30.9% | $2,471+40.1% |
| Participant deferral / active EE | $3,345 | $3,236+3.4% | $5,202-35.7% | $3,740-10.6% |
| Admin fee / account holder | $1,648 | $6,751-75.6% | $13,984-88.2% | $5,306-68.9% |