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 | $34,082 | $79,944-57.4% | $98,439-65.4% | $75,163-54.7% |
| Participation rate | 83.1% | 70.4%+12.7pp | 75.2%+7.9pp | 67.2%+15.9pp |
| Annual return | 8.98% | 19.75%-10.8pp | 21.16%-12.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,214 | $2,264-46.4% | $3,048-60.2% | $2,670-54.5% |
| Participant deferral / active EE | $3,115 | $3,752-17.0% | $4,738-34.3% | $4,125-24.5% |
| Admin fee / account holder | $1,802 | $6,840-73.6% | $8,948-79.9% | $5,651-68.1% |