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 | $24,386 | $163,101-85.0% | $136,749-82.2% | $142,382-82.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 8.71% | 27.54%-18.8pp | 24.33%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,203 | $4,117-46.5% | $3,400-35.2% | $4,299-48.8% |
| Participant deferral / active EE | $2,900 | $5,585-48.1% | $4,692-38.2% | $6,507-55.4% |
| Admin fee / account holder | $1,359 | $14,318-90.5% | $11,386-88.1% | $12,624-89.2% |