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 | $46,962 | $48,795-3.8% | $65,493-28.3% | $84,808-44.6% |
| Participation rate | 97.7% | 67.0%+30.7pp | 73.1%+24.6pp | 68.3%+29.4pp |
| Annual return | 10.57% | 20.20%-9.6pp | 982.45%-971.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $473 | $1,930-75.5% | $2,574-81.6% | $2,631-82.0% |
| Participant deferral / active EE | $1,674 | $2,928-42.8% | $3,961-57.7% | $4,212-60.2% |
| Admin fee / account holder | $901 | $3,877-76.7% | $5,028-82.1% | $7,344-87.7% |