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 | $56,079 | $123,793-54.7% | $177,821-68.5% | $79,858-29.8% |
| Participation rate | 72.3% | 84.7%-12.3pp | 87.7%-15.4pp | 69.6%+2.7pp |
| Annual return | 2.74% | 22.82%-20.1pp | 48.32%-45.6pp | 31.71%-29.0pp |
| Employer contribution / active EE | $2,288 | $4,095-44.1% | $5,918-61.3% | $2,471-7.4% |
| Participant deferral / active EE | $4,169 | $5,956-30.0% | $7,714-46.0% | $3,740+11.5% |
| Admin fee / account holder | $15,482 | $7,243+113.8% | $12,427+24.6% | $5,306+191.8% |