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 | $33,749 | $53,127-36.5% | $86,590-61.0% | $70,131-51.9% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 9.48% | 27.66%-18.2pp | 964.84%-955.4pp | 73.14%-63.7pp |
| Employer contribution / active EE | $514 | $2,068-75.1% | $2,839-81.9% | $2,342-78.1% |
| Participant deferral / active EE | $2,082 | $2,696-22.8% | $3,609-42.3% | $3,332-37.5% |
| Admin fee / account holder | $829 | $3,585-76.9% | $4,906-83.1% | $4,645-82.2% |