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 | $34,578 | $86,929-60.2% | $102,423-66.2% | $80,856-57.2% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 7.40% | 18.88%-11.5pp | 29.32%-21.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,718 | $2,369-27.5% | $3,023-43.2% | $2,755-37.6% |
| Participant deferral / active EE | $2,643 | $4,118-35.8% | $5,053-47.7% | $4,296-38.5% |
| Admin fee / account holder | $5,557 | $8,049-31.0% | $9,451-41.2% | $6,918-19.7% |