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 | $35,564 | $45,035-21.0% | $62,995-43.5% | $70,131-49.3% |
| Participation rate | 90.5% | 69.5%+21.0pp | 74.8%+15.7pp | 69.5%+20.9pp |
| Annual return | 10.64% | 18.76%-8.1pp | 87.57%-76.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,470 | $2,465-40.4% | $3,329-55.9% | $3,332-55.9% |
| Admin fee / account holder | $5,380 | $2,834+89.8% | $3,600+49.4% | $4,645+15.8% |