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 | $33,116 | $85,766-61.4% | $136,294-75.7% | $70,131-52.8% |
| Participation rate | 94.8% | 74.2%+20.7pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 2.63% | 31.45%-28.8pp | 5155.94%-5153.3pp | 73.14%-70.5pp |
| Employer contribution / active EE | $1,466 | $2,966-50.6% | $4,695-68.8% | $2,342-37.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,407 | $5,420-55.6% | $9,243-74.0% | $4,645-48.2% |