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 | $45,143 | $66,402-32.0% | $109,895-58.9% | $85,850-47.4% |
| Participation rate | 72.2% | 63.9%+8.4pp | 74.2%-2.0pp | 69.3%+2.9pp |
| Annual return | 10.10% | 19.59%-9.5pp | 29.45%-19.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $418 | $1,687-75.2% | $2,842-85.3% | $2,565-83.7% |
| Participant deferral / active EE | $2,180 | $2,842-23.3% | $4,048-46.1% | $3,952-44.8% |
| Admin fee / account holder | $15,442 | $4,557+238.9% | $6,066+154.6% | $6,260+146.7% |