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 | $32,086 | $59,839-46.4% | $81,983-60.9% | $79,858-59.8% |
| Participation rate | 90.2% | 61.6%+28.6pp | 69.2%+20.9pp | 69.6%+20.6pp |
| Annual return | 8.83% | 17.56%-8.7pp | 41.31%-32.5pp | 31.71%-22.9pp |
| Employer contribution / active EE | $950 | $1,713-44.6% | $2,498-62.0% | $2,471-61.6% |
| Participant deferral / active EE | $1,804 | $2,695-33.1% | $3,722-51.5% | $3,740-51.8% |
| Admin fee / account holder | $567 | $4,287-86.8% | $5,664-90.0% | $5,306-89.3% |