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 | $49,558 | $68,547-27.7% | $120,354-58.8% | $80,856-38.7% |
| Participation rate | 88.9% | 61.6%+27.3pp | 71.9%+17.0pp | 67.6%+21.3pp |
| Annual return | 10.12% | 23.60%-13.5pp | 107.15%-97.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,271 | $3,173-28.4% | $4,991-54.5% | $4,296-47.1% |
| Admin fee / account holder | $9,141 | $5,732+59.5% | $9,423-3.0% | $6,918+32.1% |