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 | $30,431 | $41,377-26.5% | $109,313-72.2% | $62,891-51.6% |
| Participation rate | 93.3% | 57.5%+35.8pp | 71.3%+22.1pp | 69.3%+24.0pp |
| Annual return | -0.65% | 11.05%-11.7pp | 22.07%-22.7pp | 20.14%-20.8pp |
| Employer contribution / active EE | $2,333 | $1,276+82.8% | $3,892-40.1% | $2,281+2.3% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,583 | $2,884-10.4% | $5,666-54.4% | $4,296-39.9% |