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 | $31,471 | $80,717-61.0% | $154,803-79.7% | $84,808-62.9% |
| Participation rate | 79.7% | 66.8%+12.9pp | 78.1%+1.7pp | 68.3%+11.4pp |
| Annual return | 11.02% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,341 | $2,761-51.5% | $4,305-68.9% | $2,631-49.0% |
| Participant deferral / active EE | $1,801 | $3,303-45.5% | $5,540-67.5% | $4,212-57.2% |
| Admin fee / account holder | $4,116 | $6,746-39.0% | $14,329-71.3% | $7,344-44.0% |