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 | $38,360 | $80,968-52.6% | $96,544-60.3% | $75,163-49.0% |
| Participation rate | 89.4% | 71.8%+17.6pp | 76.0%+13.4pp | 67.2%+22.2pp |
| Annual return | 5.53% | 27.06%-21.5pp | 25.84%-20.3pp | 160.62%-155.1pp |
| Employer contribution / active EE | $1,187 | $2,282-48.0% | $2,965-60.0% | $2,670-55.6% |
| Participant deferral / active EE | $2,201 | $3,928-44.0% | $4,851-54.6% | $4,125-46.6% |
| Admin fee / account holder | $1,398 | $6,724-79.2% | $8,252-83.1% | $5,651-75.3% |