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 9-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 | $46,868 | $116,175-59.7% | $93,606-49.9% | $152,861-69.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.51% | 35.96%-32.5pp | 32.76%-29.2pp | 345.32%-341.8pp |
| Employer contribution / active EE | $1,017 | $3,218-68.4% | $2,718-62.6% | $4,762-78.6% |
| Participant deferral / active EE | $2,013 | $4,603-56.3% | $4,069-50.5% | $5,850-65.6% |
| Admin fee / account holder | $585 | $10,748-94.6% | $7,888-92.6% | $11,596-95.0% |