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 | $44,887 | $52,279-14.1% | $89,391-49.8% | $79,858-43.8% |
| Participation rate | 97.3% | 57.5%+39.8pp | 68.0%+29.3pp | 69.6%+27.7pp |
| Annual return | 5.86% | 22.16%-16.3pp | 245.62%-239.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $4,054 | $1,572+158.0% | $2,586+56.8% | $2,471+64.1% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $778 | $3,356-76.8% | $4,881-84.1% | $5,306-85.3% |