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 | $48,219 | $127,065-62.1% | $113,168-57.4% | $142,382-66.1% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 8.17% | 24.03%-15.9pp | 24.27%-16.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,755 | $3,442-49.0% | $2,975-41.0% | $4,299-59.2% |
| Participant deferral / active EE | $2,858 | $5,716-50.0% | $5,107-44.0% | $6,507-56.1% |
| Admin fee / account holder | $1,125 | $15,736-92.9% | $12,068-90.7% | $12,624-91.1% |