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 | $47,816 | $65,041-26.5% | $90,951-47.4% | $79,858-40.1% |
| Participation rate | 73.1% | 61.6%+11.5pp | 69.0%+4.1pp | 69.6%+3.4pp |
| Annual return | 5.16% | 30.45%-25.3pp | 134.60%-129.4pp | 31.71%-26.6pp |
| Employer contribution / active EE | $364 | $1,247-70.8% | $2,122-82.8% | $2,471-85.3% |
| Participant deferral / active EE | $2,620 | $2,512+4.3% | $3,373-22.3% | $3,740-30.0% |
| Admin fee / account holder | $58,983 | $4,536+1200.3% | $5,959+889.9% | $5,306+1011.6% |