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 | $43,203 | $104,664-58.7% | $85,682-49.6% | $167,490-74.2% |
| Participation rate | 95.0% | 76.4%+18.6pp | 69.9%+25.1pp | 82.1%+12.9pp |
| Annual return | 5.67% | 21.45%-15.8pp | 21.49%-15.8pp | 478.56%-472.9pp |
| Employer contribution / active EE | $1,740 | $3,337-47.9% | $2,618-33.5% | $4,837-64.0% |
| Participant deferral / active EE | $2,722 | $4,824-43.6% | $3,923-30.6% | $6,341-57.1% |
| Admin fee / account holder | $20,838 | $10,032+107.7% | $6,873+203.2% | $12,309+69.3% |