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 | $44,403 | $54,705-18.8% | $71,209-37.6% | $84,808-47.6% |
| Participation rate | 88.4% | 64.1%+24.3pp | 73.8%+14.7pp | 68.3%+20.1pp |
| Annual return | 11.15% | 35.90%-24.7pp | 282.51%-271.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $980 | $2,158-54.6% | $2,721-64.0% | $2,631-62.7% |
| Participant deferral / active EE | $4,172 | $3,030+37.7% | $4,175-0.1% | $4,212-0.9% |
| Admin fee / account holder | $4,631 | $4,863-4.8% | $5,349-13.4% | $7,344-36.9% |