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 | $46,269 | $53,127-12.9% | $86,590-46.6% | $70,131-34.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.34% | 27.66%-20.3pp | 964.84%-957.5pp | 73.14%-65.8pp |
| Employer contribution / active EE | $995 | $2,068-51.9% | $2,839-64.9% | $2,342-57.5% |
| Participant deferral / active EE | $841 | $2,696-68.8% | $3,609-76.7% | $3,332-74.8% |
| Admin fee / account holder | $1,630 | $3,585-54.5% | $4,906-66.8% | $4,645-64.9% |