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 6-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 | $44,754 | $60,022-25.4% | $88,946-49.7% | $84,808-47.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 13.24% | 22.43%-9.2pp | 57.82%-44.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,192 | $1,703-30.0% | $2,555-53.4% | $2,631-54.7% |
| Participant deferral / active EE | $4,654 | $3,114+49.5% | $4,581+1.6% | $4,212+10.5% |
| Admin fee / account holder | $3,247 | $4,811-32.5% | $8,261-60.7% | $7,344-55.8% |