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 | $44,685 | $126,574-64.7% | $106,213-57.9% | $145,922-69.4% |
| Participation rate | 78.6% | 77.6%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 1.71% | 224.79%-223.1pp | 116.14%-114.4pp | 561.29%-559.6pp |
| Employer contribution / active EE | $2,217 | $3,730-40.6% | $3,171-30.1% | $4,660-52.4% |
| Participant deferral / active EE | $4,496 | $5,724-21.4% | $5,016-10.4% | $6,688-32.8% |
| Admin fee / account holder | $274,000 | $17,304+1483.5% | $11,033+2383.4% | $13,397+1945.2% |