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 | $36,085 | $54,705-34.0% | $71,209-49.3% | $84,808-57.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 10.21% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,894 | $2,158-12.2% | $2,721-30.4% | $2,631-28.0% |
| Participant deferral / active EE | $2,414 | $3,030-20.3% | $4,175-42.2% | $4,212-42.7% |
| Admin fee / account holder | $579 | $4,863-88.1% | $5,349-89.2% | $7,344-92.1% |