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 | $51,985 | $79,944-35.0% | $98,439-47.2% | $75,163-30.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.96% | 19.75%-7.8pp | 21.16%-9.2pp | 160.62%-148.7pp |
| Employer contribution / active EE | $770 | $2,264-66.0% | $3,048-74.7% | $2,670-71.1% |
| Participant deferral / active EE | $3,662 | $3,752-2.4% | $4,738-22.7% | $4,125-11.2% |
| Admin fee / account holder | $1,055 | $6,840-84.6% | $8,948-88.2% | $5,651-81.3% |