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 | $22,071 | $157,256-86.0% | $141,162-84.4% | $152,861-85.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 11.29% | 64.32%-53.0pp | 71.39%-60.1pp | 345.32%-334.0pp |
| Employer contribution / active EE | $1,622 | $5,261-69.2% | $4,735-65.8% | $4,762-65.9% |
| Participant deferral / active EE | $3,486 | $7,109-51.0% | $6,709-48.0% | $5,850-40.4% |
| Admin fee / account holder | $1,508 | $12,120-87.6% | $10,261-85.3% | $11,596-87.0% |