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 | $34,292 | $45,073-23.9% | $69,455-50.6% | $72,985-53.0% |
| Participation rate | 76.7% | 68.5%+8.2pp | 74.6%+2.1pp | 69.5%+7.2pp |
| Annual return | 3.40% | 22.65%-19.3pp | 28.97%-25.6pp | 81.00%-77.6pp |
| Employer contribution / active EE | $686 | $2,054-66.6% | $2,779-75.3% | $2,440-71.9% |
| Participant deferral / active EE | $1,730 | $2,602-33.5% | $3,535-51.1% | $3,607-52.0% |
| Admin fee / account holder | $13,465 | $3,056+340.7% | $3,839+250.7% | $5,124+162.8% |