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 | $38,133 | $86,286-55.8% | $111,297-65.7% | $85,850-55.6% |
| Participation rate | 78.6% | 73.3%+5.2pp | 77.3%+1.3pp | 69.3%+9.3pp |
| Annual return | 9.62% | 19.99%-10.4pp | 54.65%-45.0pp | 318.53%-308.9pp |
| Employer contribution / active EE | $961 | $2,043-53.0% | $2,731-64.8% | $2,565-62.5% |
| Participant deferral / active EE | $1,774 | $3,641-51.3% | $4,487-60.5% | $3,952-55.1% |
| Admin fee / account holder | $12,984 | $8,188+58.6% | $7,964+63.0% | $6,260+107.4% |