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 | $47,247 | $81,947-42.3% | $105,387-55.2% | $72,985-35.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.85% | 42.90%-42.0pp | 26.82%-26.0pp | 81.00%-80.2pp |
| Employer contribution / active EE | $4,144 | $3,468+19.5% | $4,213-1.6% | $2,440+69.9% |
| Participant deferral / active EE | $2,025 | $4,494-54.9% | $5,502-63.2% | $3,607-43.9% |
| Admin fee / account holder | $5,974 | $6,258-4.5% | $6,559-8.9% | $5,124+16.6% |