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 | $60,293 | $118,450-49.1% | $98,439-38.8% | $139,434-56.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.34% | 18.94%-16.6pp | 21.16%-18.8pp | 372.94%-370.6pp |
| Employer contribution / active EE | $2,736 | $3,609-24.2% | $3,048-10.2% | $4,751-42.4% |
| Participant deferral / active EE | $2,507 | $5,392-53.5% | $4,738-47.1% | $6,710-62.6% |
| Admin fee / account holder | $27,604 | $14,026+96.8% | $8,948+208.5% | $11,403+142.1% |