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 | $36,147 | $77,899-53.6% | $149,673-75.8% | $75,163-51.9% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 8.24% | 31.72%-23.5pp | 134.42%-126.2pp | 160.62%-152.4pp |
| Employer contribution / active EE | $836 | $3,137-73.3% | $4,818-82.6% | $2,670-68.7% |
| Participant deferral / active EE | $3,253 | $3,411-4.6% | $5,680-42.7% | $4,125-21.1% |
| Admin fee / account holder | $4,311 | $5,956-27.6% | $13,210-67.4% | $5,651-23.7% |