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 | $22,758 | $85,202-73.3% | $172,739-86.8% | $72,985-68.8% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 13.65% | 27.32%-13.7pp | 802.84%-789.2pp | 81.00%-67.3pp |
| Employer contribution / active EE | $908 | $3,324-72.7% | $5,143-82.3% | $2,440-62.8% |
| Participant deferral / active EE | $2,013 | $3,260-38.3% | $5,198-61.3% | $3,607-44.2% |
| Admin fee / account holder | $2,361 | $5,884-59.9% | $13,954-83.1% | $5,124-53.9% |