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 | $45,438 | $70,428-35.5% | $96,562-52.9% | $85,850-47.1% |
| Participation rate | 71.1% | 61.8%+9.2pp | 69.8%+1.2pp | 69.3%+1.7pp |
| Annual return | 8.22% | 18.59%-10.4pp | 37.78%-29.6pp | 318.53%-310.3pp |
| Employer contribution / active EE | $1,052 | $1,413-25.5% | $2,356-55.4% | $2,565-59.0% |
| Participant deferral / active EE | $3,970 | $2,894+37.2% | $3,849+3.1% | $3,952+0.5% |
| Admin fee / account holder | $37,455 | $4,997+649.6% | $6,181+506.0% | $6,260+498.3% |