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 | $37,611 | $85,766-56.1% | $136,294-72.4% | $70,131-46.4% |
| Participation rate | 95.1% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 11.80% | 31.45%-19.7pp | 5155.94%-5144.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,495 | $2,966-49.6% | $4,695-68.2% | $2,342-36.2% |
| Participant deferral / active EE | $2,505 | $5,051-50.4% | $6,247-59.9% | $3,332-24.8% |
| Admin fee / account holder | $1,960 | $5,420-63.8% | $9,243-78.8% | $4,645-57.8% |