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 | $53,931 | $107,334-49.8% | $92,893-41.9% | $152,861-64.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 1.41% | 145.58%-144.2pp | 109.41%-108.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $2,102 | $4,221-50.2% | $3,653-42.5% | $4,762-55.9% |
| Participant deferral / active EE | $7,004 | $4,845+44.6% | $4,236+65.3% | $5,850+19.7% |
| Admin fee / account holder | $2,636 | $7,079-62.8% | $5,794-54.5% | $11,596-77.3% |