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 | $31,335 | $109,881-71.5% | $150,045-79.1% | $84,808-63.1% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 10.98% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,613 | $3,561+1.4% | $4,693-23.0% | $2,631+37.3% |
| Participant deferral / active EE | $4,013 | $6,636-39.5% | $7,997-49.8% | $4,212-4.7% |
| Admin fee / account holder | $1,263 | $8,568-85.3% | $13,435-90.6% | $7,344-82.8% |