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 6-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 | $42,372 | $53,516-20.8% | $126,539-66.5% | $84,808-50.0% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 13.00% | 58.34%-45.3pp | 425.95%-412.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,051 | $1,535+98.8% | $3,674-17.0% | $2,631+16.0% |
| Participant deferral / active EE | $2,908 | $2,671+8.9% | $4,083-28.8% | $4,212-31.0% |
| Admin fee / account holder | $2,142 | $4,497-52.4% | $6,065-64.7% | $7,344-70.8% |