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 | $27,278 | $84,233-67.6% | $170,442-84.0% | $70,131-61.1% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 11.88% | 23.06%-11.2pp | 205.93%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,213 | $3,387-64.2% | $5,433-77.7% | $2,342-48.2% |
| Participant deferral / active EE | $980 | $3,086-68.3% | $4,939-80.2% | $3,332-70.6% |
| Admin fee / account holder | $2,938 | $5,698-48.4% | $13,880-78.8% | $4,645-36.8% |