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 | $24,367 | $89,355-72.7% | $141,162-82.7% | $72,985-66.6% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 18.32% | 111.85%-93.5pp | 71.39%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $704 | $3,114-77.4% | $4,735-85.1% | $2,440-71.2% |
| Participant deferral / active EE | $5,874 | $5,418+8.4% | $6,709-12.4% | $3,607+62.8% |
| Admin fee / account holder | $1,427 | $5,958-76.0% | $10,261-86.1% | $5,124-72.2% |