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 | $43,046 | $109,413-60.7% | $156,263-72.5% | $84,808-49.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.05% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,714 | $2,907-41.0% | $4,333-60.4% | $2,631-34.9% |
| Participant deferral / active EE | $2,502 | $4,590-45.5% | $6,158-59.4% | $4,212-40.6% |
| Admin fee / account holder | $10,967 | $9,357+17.2% | $14,255-23.1% | $7,344+49.3% |