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 | $40,877 | $85,202-52.0% | $172,739-76.3% | $72,985-44.0% |
| Participation rate | 76.2% | 70.1%+6.1pp | 82.6%-6.5pp | 69.5%+6.7pp |
| Annual return | 5.47% | 27.32%-21.9pp | 802.84%-797.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,024 | $3,324-69.2% | $5,143-80.1% | $2,440-58.0% |
| Participant deferral / active EE | $2,028 | $3,260-37.8% | $5,198-61.0% | $3,607-43.8% |
| Admin fee / account holder | $1,244 | $5,884-78.9% | $13,954-91.1% | $5,124-75.7% |