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 | $25,588 | $54,762-53.3% | $90,281-71.7% | $72,985-64.9% |
| Participation rate | 87.0% | 65.1%+21.8pp | 73.3%+13.7pp | 69.5%+17.5pp |
| Annual return | 6.32% | 30.63%-24.3pp | 78.10%-71.8pp | 81.00%-74.7pp |
| Employer contribution / active EE | $1,081 | $2,092-48.3% | $2,854-62.1% | $2,440-55.7% |
| Participant deferral / active EE | $1,473 | $2,887-49.0% | $3,885-62.1% | $3,607-59.2% |
| Admin fee / account holder | $740 | $3,972-81.4% | $5,351-86.2% | $5,124-85.6% |