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 | $48,157 | $78,422-38.6% | $95,952-49.8% | $79,858-39.7% |
| Participation rate | 73.5% | 73.5%0pp | 77.1%-3.5pp | 69.6%+3.9pp |
| Annual return | 9.57% | 19.37%-9.8pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,172 | $1,945+11.7% | $2,541-14.5% | $2,471-12.1% |
| Participant deferral / active EE | $5,459 | $3,440+58.7% | $4,167+31.0% | $3,740+46.0% |
| Admin fee / account holder | $23,559 | $5,622+319.1% | $6,795+246.7% | $5,306+344.0% |