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 3-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 | $57,180 | $54,705+4.5% | $71,209-19.7% | $84,808-32.6% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.8%+21.7pp | 68.3%+27.1pp |
| Annual return | 12.12% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,597 | $2,158+66.7% | $2,721+32.2% | $2,631+36.7% |
| Participant deferral / active EE | $4,280 | $3,030+41.2% | $4,175+2.5% | $4,212+1.6% |
| Admin fee / account holder | $3,714 | $4,863-23.6% | $5,349-30.6% | $7,344-49.4% |