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 | $32,216 | $45,073-28.5% | $69,455-53.6% | $72,985-55.9% |
| Participation rate | 91.7% | 68.5%+23.2pp | 74.6%+17.1pp | 69.5%+22.2pp |
| Annual return | 5.46% | 22.65%-17.2pp | 28.97%-23.5pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,592 | $2,054-22.5% | $2,779-42.7% | $2,440-34.8% |
| Participant deferral / active EE | $2,916 | $2,602+12.1% | $3,535-17.5% | $3,607-19.2% |
| Admin fee / account holder | $961 | $3,056-68.6% | $3,839-75.0% | $5,124-81.2% |