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 | $25,844 | $57,016-54.7% | $84,966-69.6% | $80,856-68.0% |
| Participation rate | 75.0% | 56.3%+18.7pp | 67.5%+7.5pp | 67.6%+7.4pp |
| Annual return | 10.46% | 21.66%-11.2pp | 66.38%-55.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $673 | $1,798-62.6% | $2,727-75.3% | $2,755-75.6% |
| Participant deferral / active EE | $2,252 | $3,110-27.6% | $4,519-50.2% | $4,296-47.6% |
| Admin fee / account holder | $9,610 | $4,980+93.0% | $6,149+56.3% | $6,918+38.9% |