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 | $46,373 | $163,101-71.6% | $136,749-66.1% | $142,382-67.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.05% | 27.54%-24.5pp | 24.33%-21.3pp | 217.08%-214.0pp |
| Employer contribution / active EE | $10,704 | $4,117+160.0% | $3,400+214.9% | $4,299+149.0% |
| Participant deferral / active EE | $10,591 | $5,585+89.6% | $4,692+125.7% | $6,507+62.8% |
| Admin fee / account holder | $41,121 | $14,318+187.2% | $11,386+261.1% | $12,624+225.7% |