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 | $55,135 | $45,073+22.3% | $69,455-20.6% | $72,985-24.5% |
| Participation rate | 77.8% | 68.5%+9.3pp | 74.6%+3.2pp | 69.5%+8.3pp |
| Annual return | 4.61% | 22.65%-18.0pp | 28.97%-24.4pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,287 | $2,054-37.3% | $2,779-53.7% | $2,440-47.3% |
| Participant deferral / active EE | $4,398 | $2,602+69.1% | $3,535+24.4% | $3,607+21.9% |
| Admin fee / account holder | $18,429 | $3,056+503.1% | $3,839+380.0% | $5,124+259.6% |