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 | $54,067 | $127,777-57.7% | $106,548-49.3% | $167,490-67.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.06% | 33.87%-27.8pp | 26.80%-20.7pp | 478.56%-472.5pp |
| Employer contribution / active EE | $749 | $3,427-78.1% | $2,819-73.4% | $4,837-84.5% |
| Participant deferral / active EE | $3,284 | $5,087-35.5% | $4,398-25.3% | $6,341-48.2% |
| Admin fee / account holder | $30,562 | $11,228+172.2% | $7,407+312.6% | $12,309+148.3% |