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 | $30,952 | $81,248-61.9% | $155,509-80.1% | $80,856-61.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.86% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,469 | $3,100-52.6% | $4,672-68.6% | $2,755-46.7% |
| Participant deferral / active EE | $3,092 | $3,452-10.4% | $5,626-45.0% | $4,296-28.0% |
| Admin fee / account holder | $18,047 | $7,997+125.7% | $15,912+13.4% | $6,918+160.9% |