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 | $46,787 | $98,750-52.6% | $149,696-68.7% | $79,858-41.4% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 4.93% | 27.43%-22.5pp | 276.60%-271.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,026 | $3,216-37.0% | $4,644-56.4% | $2,471-18.0% |
| Participant deferral / active EE | $5,825 | $5,680+2.5% | $6,842-14.9% | $3,740+55.7% |
| Admin fee / account holder | $2,723 | $6,053-55.0% | $9,309-70.7% | $5,306-48.7% |