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 | $44,325 | $85,766-48.3% | $136,294-67.5% | $70,131-36.8% |
| Participation rate | 87.3% | 74.2%+13.1pp | 81.9%+5.4pp | 69.5%+17.7pp |
| Annual return | 14.03% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,299 | $2,966-22.5% | $4,695-51.0% | $2,342-1.9% |
| Participant deferral / active EE | $2,569 | $5,051-49.1% | $6,247-58.9% | $3,332-22.9% |
| Admin fee / account holder | $8,036 | $5,420+48.3% | $9,243-13.1% | $4,645+73.0% |