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 | $47,448 | $98,750-52.0% | $149,696-68.3% | $79,858-40.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.78% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $718 | $3,216-77.7% | $4,644-84.5% | $2,471-71.0% |
| Participant deferral / active EE | $2,905 | $5,680-48.9% | $6,842-57.5% | $3,740-22.3% |
| Admin fee / account holder | $748 | $6,053-87.6% | $9,309-92.0% | $5,306-85.9% |