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 | $38,542 | $80,717-52.3% | $154,803-75.1% | $84,808-54.6% |
| Participation rate | 70.3% | 66.8%+3.5pp | 78.1%-7.8pp | 68.3%+2.0pp |
| Annual return | 12.12% | 37.96%-25.8pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,359 | $3,303-28.6% | $5,540-57.4% | $4,212-44.0% |
| Admin fee / account holder | $8,297 | $6,746+23.0% | $14,329-42.1% | $7,344+13.0% |