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 | $26,850 | $81,248-67.0% | $155,509-82.7% | $80,856-66.8% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.6%+9.0pp |
| Annual return | 10.32% | 33.31%-23.0pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,005 | $3,100-67.6% | $4,672-78.5% | $2,755-63.5% |
| Participant deferral / active EE | $1,897 | $3,452-45.0% | $5,626-66.3% | $4,296-55.8% |
| Admin fee / account holder | $16,605 | $7,997+107.6% | $15,912+4.4% | $6,918+140.0% |