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 | $33,837 | $48,795-30.7% | $65,493-48.3% | $84,808-60.1% |
| Participation rate | 98.1% | 67.0%+31.1pp | 73.1%+25.0pp | 68.3%+29.8pp |
| Annual return | 9.30% | 20.20%-10.9pp | 982.45%-973.1pp | 40.90%-31.6pp |
| Employer contribution / active EE | $812 | $1,930-57.9% | $2,574-68.5% | $2,631-69.1% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,557 | $3,877-34.0% | $5,028-49.1% | $7,344-65.2% |