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 9-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 | $44,937 | $48,230-6.8% | $67,502-33.4% | $80,856-44.4% |
| Participation rate | 83.3% | 66.4%+17.0pp | 72.9%+10.5pp | 67.6%+15.7pp |
| Annual return | 10.77% | 18.28%-7.5pp | 3512.12%-3501.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $805 | $2,020-60.2% | $2,731-70.5% | $2,755-70.8% |
| Participant deferral / active EE | $1,529 | $2,924-47.7% | $4,000-61.8% | $4,296-64.4% |
| Admin fee / account holder | $5,127 | $3,681+39.3% | $3,998+28.2% | $6,918-25.9% |