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 | $23,621 | $80,717-70.7% | $154,803-84.7% | $84,808-72.1% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 12.35% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,327 | $2,761-51.9% | $4,305-69.2% | $2,631-49.5% |
| Participant deferral / active EE | $3,312 | $3,303+0.3% | $5,540-40.2% | $4,212-21.3% |
| Admin fee / account holder | $464 | $6,746-93.1% | $14,329-96.8% | $7,344-93.7% |