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 | $29,990 | $67,411-55.5% | $91,001-67.0% | $70,131-57.2% |
| Participation rate | 94.7% | 71.4%+23.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 7.03% | -40.16%+47.2pp | 4.60%+2.4pp | 73.14%-66.1pp |
| Employer contribution / active EE | $1,720 | $1,786-3.7% | $2,456-30.0% | $2,342-26.6% |
| Participant deferral / active EE | $2,569 | $2,823-9.0% | $3,547-27.6% | $3,332-22.9% |
| Admin fee / account holder | $726 | $4,236-82.9% | $5,417-86.6% | $4,645-84.4% |