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 | $51,407 | $81,248-36.7% | $155,509-66.9% | $80,856-36.4% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.1pp | 67.6%+22.6pp |
| Annual return | 8.48% | 33.31%-24.8pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,980 | $3,452+73.2% | $5,626+6.3% | $4,296+39.2% |
| Admin fee / account holder | $2,261 | $7,997-71.7% | $15,912-85.8% | $6,918-67.3% |