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 | $47,290 | $86,929-45.6% | $102,423-53.8% | $80,856-41.5% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 8.41% | 18.88%-10.5pp | 29.32%-20.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,573 | $4,118-13.2% | $5,053-29.3% | $4,296-16.8% |
| Admin fee / account holder | $19,147 | $8,049+137.9% | $9,451+102.6% | $6,918+176.8% |