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 | $24,028 | $71,050-66.2% | $93,606-74.3% | $80,856-70.3% |
| Participation rate | 72.7% | 60.4%+12.3pp | 68.7%+4.0pp | 67.6%+5.1pp |
| Annual return | 9.55% | 11.26%-1.7pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,487 | $1,564-4.9% | $2,420-38.6% | $2,755-46.0% |
| Participant deferral / active EE | $2,832 | $4,034-29.8% | $4,411-35.8% | $4,296-34.1% |
| Admin fee / account holder | $3,060 | $6,945-55.9% | $8,285-63.1% | $6,918-55.8% |