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 | $46,039 | $99,652-53.8% | $78,778-41.6% | $147,584-68.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 5.56% | 47.28%-41.7pp | 35.62%-30.1pp | 578.55%-573.0pp |
| Employer contribution / active EE | $417 | $2,796-85.1% | $1,986-79.0% | $4,876-91.5% |
| Participant deferral / active EE | $1,198 | $3,664-67.3% | $2,958-59.5% | $5,439-78.0% |
| Admin fee / account holder | $1,024 | $7,155-85.7% | $5,134-80.1% | $10,885-90.6% |