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 | $32,493 | $81,248-60.0% | $155,509-79.1% | $80,856-59.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.67% | 33.31%-24.6pp | 64.67%-56.0pp | 35.59%-26.9pp |
| Employer contribution / active EE | $896 | $3,100-71.1% | $4,672-80.8% | $2,755-67.5% |
| Participant deferral / active EE | $3,423 | $3,452-0.8% | $5,626-39.2% | $4,296-20.3% |
| Admin fee / account holder | $1,437 | $7,997-82.0% | $15,912-91.0% | $6,918-79.2% |