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 | $39,070 | $45,035-13.2% | $62,995-38.0% | $70,131-44.3% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 11.02% | 18.76%-7.7pp | 87.57%-76.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,549 | $2,051-24.5% | $2,759-43.9% | $2,342-33.9% |
| Participant deferral / active EE | $3,522 | $2,465+42.9% | $3,329+5.8% | $3,332+5.7% |
| Admin fee / account holder | $6,318 | $2,834+122.9% | $3,600+75.5% | $4,645+36.0% |