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 | $34,770 | $91,190-61.9% | $178,490-80.5% | $79,858-56.5% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 4.80% | 24.19%-19.4pp | 151.07%-146.3pp | 31.71%-26.9pp |
| Employer contribution / active EE | $2,942 | $3,256-9.6% | $5,011-41.3% | $2,471+19.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $432 | $6,751-93.6% | $13,984-96.9% | $5,306-91.9% |