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 | $34,832 | $99,985-65.2% | $146,665-76.3% | $85,850-59.4% |
| Participation rate | 77.5% | 73.1%+4.4pp | 80.1%-2.6pp | 69.3%+8.2pp |
| Annual return | 9.25% | 18.93%-9.7pp | 22.74%-13.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,514 | $2,559-1.7% | $4,136-39.2% | $2,565-2.0% |
| Participant deferral / active EE | $4,391 | $4,006+9.6% | $5,506-20.2% | $3,952+11.1% |
| Admin fee / account holder | $5,840 | $7,702-24.2% | $10,280-43.2% | $6,260-6.7% |