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 | $30,379 | $89,355-66.0% | $141,162-78.5% | $72,985-58.4% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 17.55% | 111.85%-94.3pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $6,466 | $3,114+107.6% | $4,735+36.6% | $2,440+165.0% |
| Participant deferral / active EE | $3,617 | $5,418-33.2% | $6,709-46.1% | $3,607+0.3% |
| Admin fee / account holder | $431 | $5,958-92.8% | $10,261-95.8% | $5,124-91.6% |