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 | $41,871 | $58,208-28.1% | $81,812-48.8% | $80,856-48.2% |
| Participation rate | 76.0% | 63.4%+12.6pp | 72.3%+3.7pp | 67.6%+8.4pp |
| Annual return | 9.95% | 41.66%-31.7pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $994 | $2,340-57.5% | $2,912-65.9% | $2,755-63.9% |
| Participant deferral / active EE | $2,815 | $3,281-14.2% | $4,319-34.8% | $4,296-34.5% |
| Admin fee / account holder | $16,497 | $4,981+231.2% | $7,386+123.4% | $6,918+138.5% |