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 | $34,136 | $85,202-59.9% | $172,739-80.2% | $72,985-53.2% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 2.79% | 27.32%-24.5pp | 802.84%-800.1pp | 81.00%-78.2pp |
| Employer contribution / active EE | $2,322 | $3,324-30.2% | $5,143-54.9% | $2,440-4.8% |
| Participant deferral / active EE | $2,177 | $3,260-33.2% | $5,198-58.1% | $3,607-39.7% |
| Admin fee / account holder | $5,050 | $5,884-14.2% | $13,954-63.8% | $5,124-1.4% |