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 | $38,195 | $125,758-69.6% | $169,993-77.5% | $75,163-49.2% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.0%+8.7pp | 67.2%+28.5pp |
| Annual return | 8.57% | 27.20%-18.6pp | 53.37%-44.8pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,646 | $4,615-64.3% | $6,785-75.7% | $2,670-38.3% |
| Participant deferral / active EE | $3,673 | $6,837-46.3% | $10,408-64.7% | $4,125-11.0% |
| Admin fee / account holder | $8,536 | $8,173+4.4% | $12,815-33.4% | $5,651+51.1% |