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 | $57,454 | $78,422-26.7% | $95,952-40.1% | $79,858-28.1% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 5.40% | 19.37%-14.0pp | 91.61%-86.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $789 | $1,945-59.4% | $2,541-68.9% | $2,471-68.1% |
| Participant deferral / active EE | $4,405 | $3,440+28.0% | $4,167+5.7% | $3,740+17.8% |
| Admin fee / account holder | $18,216 | $5,622+224.0% | $6,795+168.1% | $5,306+243.3% |