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 | $33,232 | $48,230-31.1% | $67,502-50.8% | $80,856-58.9% |
| Participation rate | 92.7% | 66.4%+26.4pp | 72.9%+19.9pp | 67.6%+25.1pp |
| Annual return | 11.13% | 18.28%-7.1pp | 3512.12%-3501.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,804 | $2,020-10.7% | $2,731-33.9% | $2,755-34.5% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,237 | $3,681-12.1% | $3,998-19.0% | $6,918-53.2% |