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 5-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 | $47,310 | $185,822-74.5% | $169,993-72.2% | $139,434-66.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.51% | 60.50%-56.0pp | 53.37%-48.9pp | 372.94%-368.4pp |
| Employer contribution / active EE | $12,923 | $7,590+70.3% | $6,785+90.5% | $4,751+172.0% |
| Participant deferral / active EE | $8,180 | $11,622-29.6% | $10,408-21.4% | $6,710+21.9% |
| Admin fee / account holder | $1,787 | $15,381-88.4% | $12,815-86.1% | $11,403-84.3% |