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 | $47,509 | $58,512-18.8% | $84,015-43.5% | $72,985-34.9% |
| Participation rate | 91.8% | 61.2%+30.6pp | 69.0%+22.8pp | 69.5%+22.3pp |
| Annual return | 3.33% | 28.93%-25.6pp | 71.31%-68.0pp | 81.00%-77.7pp |
| Employer contribution / active EE | $3,628 | $1,163+212.0% | $1,983+82.9% | $2,440+48.7% |
| Participant deferral / active EE | $1,374 | $2,394-42.6% | $3,239-57.6% | $3,607-61.9% |
| Admin fee / account holder | $21,802 | $4,569+377.2% | $6,101+257.4% | $5,124+325.5% |