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 | $54,504 | $114,381-52.3% | $107,525-49.3% | $142,382-61.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 1.47% | 242.71%-241.2pp | 181.32%-179.8pp | 217.08%-215.6pp |
| Employer contribution / active EE | $1,766 | $4,015-56.0% | $3,754-53.0% | $4,299-58.9% |
| Participant deferral / active EE | $6,925 | $5,564+24.5% | $5,116+35.4% | $6,507+6.4% |
| Admin fee / account holder | $212,568 | $9,860+2055.8% | $8,919+2283.4% | $12,624+1583.9% |