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 | $29,480 | $81,460-63.8% | $103,333-71.5% | $80,856-63.5% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 9.95% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,134 | $3,105+33.1% | $3,868+6.9% | $2,755+50.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,511 | $6,566-16.1% | $8,355-34.0% | $6,918-20.3% |