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 | $53,514 | $49,227+8.7% | $70,449-24.0% | $79,858-33.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.99% | 30.06%-27.1pp | 109.03%-106.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $3,585 | $2,099+70.8% | $2,737+31.0% | $2,471+45.1% |
| Participant deferral / active EE | $2,580 | $2,768-6.8% | $3,709-30.4% | $3,740-31.0% |
| Admin fee / account holder | $2,182 | $2,878-24.2% | $3,845-43.2% | $5,306-58.9% |