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 | $20,425 | $80,717-74.7% | $154,803-86.8% | $84,808-75.9% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 4.24% | 37.96%-33.7pp | 58.88%-54.6pp | 40.90%-36.7pp |
| Employer contribution / active EE | $1,257 | $2,761-54.5% | $4,305-70.8% | $2,631-52.2% |
| Participant deferral / active EE | $1,550 | $3,303-53.1% | $5,540-72.0% | $4,212-63.2% |
| Admin fee / account holder | $768 | $6,746-88.6% | $14,329-94.6% | $7,344-89.5% |