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 | $35,578 | $83,477-57.4% | $125,175-71.6% | $72,985-51.3% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 10.38% | 25.78%-15.4pp | 43.79%-33.4pp | 81.00%-70.6pp |
| Employer contribution / active EE | $830 | $2,345-64.6% | $3,865-78.5% | $2,440-66.0% |
| Participant deferral / active EE | $2,713 | $3,585-24.3% | $4,937-45.0% | $3,607-24.8% |
| Admin fee / account holder | $729 | $5,517-86.8% | $9,702-92.5% | $5,124-85.8% |