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 7-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 | $47,895 | $78,926-39.3% | $136,749-65.0% | $84,808-43.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 8.05% | 18.17%-10.1pp | 24.33%-16.3pp | 40.90%-32.8pp |
| Employer contribution / active EE | $3,625 | $2,134+69.9% | $3,400+6.6% | $2,631+37.8% |
| Participant deferral / active EE | $3,438 | $3,168+8.5% | $4,692-26.7% | $4,212-18.4% |
| Admin fee / account holder | $12,638 | $6,369+98.4% | $11,386+11.0% | $7,344+72.1% |