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 | $29,897 | $77,634-61.5% | $156,549-80.9% | $62,891-52.5% |
| Participation rate | 93.9% | 71.2%+22.7pp | 84.0%+9.9pp | 69.3%+24.6pp |
| Annual return | 4.39% | 50.32%-45.9pp | 32.23%-27.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,395 | $3,444-59.5% | $5,501-74.6% | $2,281-38.9% |
| Participant deferral / active EE | $2,440 | $3,045-19.9% | $4,871-49.9% | $3,203-23.8% |
| Admin fee / account holder | $6,250 | $5,561+12.4% | $13,027-52.0% | $4,296+45.5% |