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 | $42,335 | $228,332-81.5% | $185,823-77.2% | $158,922-73.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 1.51% | 40.80%-39.3pp | 35.95%-34.4pp | 302.83%-301.3pp |
| Employer contribution / active EE | $1,257 | $4,967-74.7% | $4,087-69.3% | $4,761-73.6% |
| Participant deferral / active EE | $3,425 | $6,415-46.6% | $5,632-39.2% | $5,982-42.8% |
| Admin fee / account holder | $31,027 | $11,864+161.5% | $9,500+226.6% | $11,246+175.9% |