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 | $21,400 | $80,717-73.5% | $154,803-86.2% | $84,808-74.8% |
| Participation rate | 85.5% | 66.8%+18.6pp | 78.1%+7.4pp | 68.3%+17.1pp |
| Annual return | 12.31% | 37.96%-25.6pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,251 | $2,761-18.5% | $4,305-47.7% | $2,631-14.4% |
| Participant deferral / active EE | $1,193 | $3,303-63.9% | $5,540-78.5% | $4,212-71.7% |
| Admin fee / account holder | $4,191 | $6,746-37.9% | $14,329-70.8% | $7,344-42.9% |