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 | $45,559 | $48,230-5.5% | $67,502-32.5% | $80,856-43.7% |
| Participation rate | 98.2% | 66.4%+31.8pp | 72.9%+25.3pp | 67.6%+30.6pp |
| Annual return | 10.12% | 18.28%-8.2pp | 3512.12%-3502.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $723 | $2,020-64.2% | $2,731-73.5% | $2,755-73.7% |
| Participant deferral / active EE | $1,583 | $2,924-45.9% | $4,000-60.4% | $4,296-63.2% |
| Admin fee / account holder | $3,596 | $3,681-2.3% | $3,998-10.1% | $6,918-48.0% |