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 | $52,922 | $54,705-3.3% | $71,209-25.7% | $84,808-37.6% |
| Participation rate | 95.1% | 64.1%+31.1pp | 73.8%+21.4pp | 68.3%+26.8pp |
| Annual return | 3.81% | 35.90%-32.1pp | 282.51%-278.7pp | 40.90%-37.1pp |
| Employer contribution / active EE | $1,228 | $2,158-43.1% | $2,721-54.9% | $2,631-53.3% |
| Participant deferral / active EE | $2,043 | $3,030-32.6% | $4,175-51.1% | $4,212-51.5% |
| Admin fee / account holder | $4,363 | $4,863-10.3% | $5,349-18.4% | $7,344-40.6% |