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 | $28,470 | $77,899-63.5% | $149,673-81.0% | $75,163-62.1% |
| Participation rate | 91.5% | 65.6%+25.9pp | 78.8%+12.7pp | 67.2%+24.3pp |
| Annual return | 3.37% | 31.72%-28.3pp | 134.42%-131.0pp | 160.62%-157.2pp |
| Employer contribution / active EE | $2,256 | $3,137-28.1% | $4,818-53.2% | $2,670-15.5% |
| Participant deferral / active EE | $3,724 | $3,411+9.2% | $5,680-34.4% | $4,125-9.7% |
| Admin fee / account holder | $2,767 | $5,956-53.5% | $13,210-79.1% | $5,651-51.0% |