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 | $47,357 | $106,515-55.5% | $96,683-51.0% | $139,434-66.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 0.03% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,640 | $4,103-60.0% | $3,737-56.1% | $4,751-65.5% |
| Participant deferral / active EE | $2,824 | $5,454-48.2% | $4,878-42.1% | $6,710-57.9% |
| Admin fee / account holder | $22,312 | $7,877+183.3% | $6,730+231.6% | $11,403+95.7% |