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 | $24,447 | $91,190-73.2% | $178,490-86.3% | $79,858-69.4% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 7.73% | 24.19%-16.5pp | 151.07%-143.3pp | 31.71%-24.0pp |
| Employer contribution / active EE | $376 | $3,256-88.5% | $5,011-92.5% | $2,471-84.8% |
| Participant deferral / active EE | $1,509 | $3,236-53.4% | $5,202-71.0% | $3,740-59.6% |
| Admin fee / account holder | $1,991 | $6,751-70.5% | $13,984-85.8% | $5,306-62.5% |