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 | $34,861 | $54,705-36.3% | $71,209-51.0% | $84,808-58.9% |
| Participation rate | 79.2% | 64.1%+15.1pp | 73.8%+5.4pp | 68.3%+10.9pp |
| Annual return | 10.04% | 35.90%-25.9pp | 282.51%-272.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,273 | $2,158-41.0% | $2,721-53.2% | $2,631-51.6% |
| Participant deferral / active EE | $2,757 | $3,030-9.0% | $4,175-34.0% | $4,212-34.5% |
| Admin fee / account holder | $10,956 | $4,863+125.3% | $5,349+104.8% | $7,344+49.2% |