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 | $31,082 | $78,422-60.4% | $95,952-67.6% | $79,858-61.1% |
| Participation rate | 74.5% | 73.5%+1.0pp | 77.1%-2.6pp | 69.6%+4.8pp |
| Annual return | 5.57% | 19.37%-13.8pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,374 | $1,945-29.4% | $2,541-45.9% | $2,471-44.4% |
| Participant deferral / active EE | $1,779 | $3,440-48.3% | $4,167-57.3% | $3,740-52.4% |
| Admin fee / account holder | $8,312 | $5,622+47.8% | $6,795+22.3% | $5,306+56.6% |