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 | $32,072 | $72,492-55.8% | $87,100-63.2% | $72,985-56.1% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 13.52% | 24.46%-10.9pp | 28.19%-14.7pp | 81.00%-67.5pp |
| Employer contribution / active EE | $1,540 | $1,894-18.7% | $2,521-38.9% | $2,440-36.9% |
| Participant deferral / active EE | $2,565 | $3,270-21.5% | $4,049-36.6% | $3,607-28.9% |
| Admin fee / account holder | $3,977 | $5,055-21.3% | $7,497-46.9% | $5,124-22.4% |