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 | $47,706 | $69,515-31.4% | $86,874-45.1% | $85,850-44.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 9.84% | 20.12%-10.3pp | 63.52%-53.7pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,183 | $1,880-37.1% | $2,495-52.6% | $2,565-53.9% |
| Participant deferral / active EE | $2,613 | $2,919-10.5% | $3,699-29.4% | $3,952-33.9% |
| Admin fee / account holder | $3,840 | $5,972-35.7% | $5,828-34.1% | $6,260-38.7% |