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 | $29,974 | $68,719-56.4% | $91,541-67.3% | $84,808-64.7% |
| Participation rate | 83.8% | 64.5%+19.3pp | 69.8%+14.0pp | 68.3%+15.5pp |
| Annual return | 10.78% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,047 | $1,920-45.5% | $2,505-58.2% | $2,631-60.2% |
| Participant deferral / active EE | $1,365 | $3,136-56.5% | $4,008-66.0% | $4,212-67.6% |
| Admin fee / account holder | $2,799 | $5,786-51.6% | $6,956-59.8% | $7,344-61.9% |