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 | $43,872 | $165,335-73.5% | $149,696-70.7% | $158,922-72.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 2.08% | 348.15%-346.1pp | 276.60%-274.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,179 | $5,103-76.9% | $4,644-74.6% | $4,761-75.2% |
| Participant deferral / active EE | $3,795 | $7,181-47.2% | $6,842-44.5% | $5,982-36.6% |
| Admin fee / account holder | $61,214 | $10,807+466.5% | $9,309+557.6% | $11,246+444.3% |