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 | $31,954 | $98,750-67.6% | $149,696-78.7% | $79,858-60.0% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.1pp |
| Annual return | 10.44% | 27.43%-17.0pp | 276.60%-266.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $700 | $3,216-78.2% | $4,644-84.9% | $2,471-71.7% |
| Participant deferral / active EE | $9,446 | $5,680+66.3% | $6,842+38.1% | $3,740+152.6% |
| Admin fee / account holder | $8,395 | $6,053+38.7% | $9,309-9.8% | $5,306+58.2% |