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 | $51,727 | $110,257-53.1% | $96,544-46.4% | $139,434-62.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.37% | 26.32%-22.0pp | 25.84%-21.5pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,413 | $3,620-61.0% | $2,965-52.3% | $4,751-70.3% |
| Participant deferral / active EE | $3,553 | $5,548-36.0% | $4,851-26.7% | $6,710-47.0% |
| Admin fee / account holder | $14,179 | $11,591+22.3% | $8,252+71.8% | $11,403+24.3% |