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 | $23,226 | $90,503-74.3% | $78,689-70.5% | $273,961-91.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 1.18% | 75.60%-74.4pp | 62.18%-61.0pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,266 | $3,176-60.1% | $2,851-55.6% | $4,869-74.0% |
| Participant deferral / active EE | $1,481 | $3,901-62.0% | $3,517-57.9% | $5,287-72.0% |
| Admin fee / account holder | $1,862 | $5,263-64.6% | $4,510-58.7% | $10,132-81.6% |