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 | $37,903 | $76,367-50.4% | $93,606-59.5% | $72,985-48.1% |
| Participation rate | 76.5% | 71.7%+4.7pp | 75.8%+0.6pp | 69.5%+7.0pp |
| Annual return | 16.25% | 25.82%-9.6pp | 32.76%-16.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $2,504 | $2,275+10.1% | $2,718-7.9% | $2,440+2.6% |
| Participant deferral / active EE | $2,255 | $3,538-36.3% | $4,069-44.6% | $3,607-37.5% |
| Admin fee / account holder | $19,118 | $6,838+179.6% | $7,888+142.4% | $5,124+273.1% |