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 9-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 | $46,057 | $65,685-29.9% | $57,179-19.5% | $273,961-83.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.91% | 21.99%-21.1pp | 14.59%-13.7pp | 41.45%-40.5pp |
| Employer contribution / active EE | $2,360 | $3,279-28.0% | $2,682-12.0% | $4,869-51.5% |
| Participant deferral / active EE | $17,609 | $3,782+365.6% | $3,096+468.7% | $5,287+233.0% |
| Admin fee / account holder | $33,466 | $4,835+592.2% | $3,139+966.2% | $10,132+230.3% |