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 | $28,192 | $84,233-66.5% | $170,442-83.5% | $70,131-59.8% |
| Participation rate | 90.7% | 70.8%+19.9pp | 83.6%+7.1pp | 69.5%+21.2pp |
| Annual return | 10.90% | 23.06%-12.2pp | 205.93%-195.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,322 | $3,387-61.0% | $5,433-75.7% | $2,342-43.6% |
| Participant deferral / active EE | $3,618 | $3,086+17.2% | $4,939-26.8% | $3,332+8.6% |
| Admin fee / account holder | $2,070 | $5,698-63.7% | $13,880-85.1% | $4,645-55.4% |