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 | $38,393 | $48,230-20.4% | $67,502-43.1% | $80,856-52.5% |
| Participation rate | 87.8% | 66.4%+21.4pp | 72.9%+14.9pp | 67.6%+20.2pp |
| Annual return | 9.46% | 18.28%-8.8pp | 3512.12%-3502.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,195 | $2,020-40.8% | $2,731-56.2% | $2,755-56.6% |
| Participant deferral / active EE | $2,935 | $2,924+0.4% | $4,000-26.6% | $4,296-31.7% |
| Admin fee / account holder | $13,571 | $3,681+268.7% | $3,998+239.5% | $6,918+96.2% |