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 | $38,566 | $49,227-21.7% | $70,449-45.3% | $79,858-51.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.10% | 30.06%-26.0pp | 109.03%-104.9pp | 31.71%-27.6pp |
| Employer contribution / active EE | $2,347 | $2,099+11.8% | $2,737-14.2% | $2,471-5.0% |
| Participant deferral / active EE | $2,103 | $2,768-24.0% | $3,709-43.3% | $3,740-43.8% |
| Admin fee / account holder | $2,012 | $2,878-30.1% | $3,845-47.7% | $5,306-62.1% |