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 | $49,381 | $93,571-47.2% | $135,903-63.7% | $75,163-34.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.33% | 30.90%-19.6pp | 68.23%-56.9pp | 160.62%-149.3pp |
| Employer contribution / active EE | $7,214 | $3,537+104.0% | $4,856+48.6% | $2,670+170.2% |
| Participant deferral / active EE | $2,876 | $6,404-55.1% | $7,758-62.9% | $4,125-30.3% |
| Admin fee / account holder | $489 | $6,975-93.0% | $10,762-95.5% | $5,651-91.4% |