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 | $44,542 | $48,795-8.7% | $65,493-32.0% | $84,808-47.5% |
| Participation rate | 82.5% | 67.0%+15.5pp | 73.1%+9.4pp | 68.3%+14.2pp |
| Annual return | 10.44% | 20.20%-9.8pp | 982.45%-972.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,693 | $1,930+39.6% | $2,574+4.6% | $2,631+2.4% |
| Participant deferral / active EE | $3,673 | $2,928+25.4% | $3,961-7.3% | $4,212-12.8% |
| Admin fee / account holder | $6,513 | $3,877+68.0% | $5,028+29.5% | $7,344-11.3% |