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 | $39,779 | $57,016-30.2% | $84,966-53.2% | $80,856-50.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 6.12% | 21.66%-15.5pp | 66.38%-60.3pp | 35.59%-29.5pp |
| Employer contribution / active EE | $1,621 | $1,798-9.9% | $2,727-40.6% | $2,755-41.2% |
| Participant deferral / active EE | $2,147 | $3,110-30.9% | $4,519-52.5% | $4,296-50.0% |
| Admin fee / account holder | $45,431 | $4,980+812.2% | $6,149+638.9% | $6,918+556.7% |