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 | $46,554 | $48,795-4.6% | $65,493-28.9% | $84,808-45.1% |
| Participation rate | 91.4% | 67.0%+24.4pp | 73.1%+18.3pp | 68.3%+23.1pp |
| Annual return | 10.55% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $5,805 | $1,930+200.8% | $2,574+125.5% | $2,631+120.6% |
| Participant deferral / active EE | $3,133 | $2,928+7.0% | $3,961-20.9% | $4,212-25.6% |
| Admin fee / account holder | $1,524 | $3,877-60.7% | $5,028-69.7% | $7,344-79.2% |