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 | $25,255 | $81,460-69.0% | $103,333-75.6% | $80,856-68.8% |
| Participation rate | 83.9% | 66.8%+17.1pp | 74.5%+9.4pp | 67.6%+16.3pp |
| Annual return | 9.93% | 25.55%-15.6pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,810 | $3,105-9.5% | $3,868-27.4% | $2,755+2.0% |
| Participant deferral / active EE | $3,235 | $3,869-16.4% | $5,057-36.0% | $4,296-24.7% |
| Admin fee / account holder | $2,408 | $6,566-63.3% | $8,355-71.2% | $6,918-65.2% |