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 | $43,630 | $72,012-39.4% | $185,823-76.5% | $79,858-45.4% |
| Participation rate | 98.4% | 65.8%+32.7pp | 78.0%+20.4pp | 69.6%+28.8pp |
| Annual return | 7.47% | 23.12%-15.7pp | 35.95%-28.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $608 | $1,965-69.0% | $4,087-85.1% | $2,471-75.4% |
| Participant deferral / active EE | $1,835 | $3,779-51.4% | $5,632-67.4% | $3,740-50.9% |
| Admin fee / account holder | $1,720 | $4,513-61.9% | $9,500-81.9% | $5,306-67.6% |