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 | $23,831 | $103,376-76.9% | $87,100-72.6% | $152,861-84.4% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 0.78% | 28.10%-27.3pp | 28.19%-27.4pp | 345.32%-344.5pp |
| Employer contribution / active EE | $1,687 | $3,220-47.6% | $2,521-33.1% | $4,762-64.6% |
| Participant deferral / active EE | $2,069 | $4,778-56.7% | $4,049-48.9% | $5,850-64.6% |
| Admin fee / account holder | $525 | $12,205-95.7% | $7,497-93.0% | $11,596-95.5% |