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 | $33,901 | $76,552-55.7% | $123,892-72.6% | $62,891-46.1% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 2.70% | 18.68%-16.0pp | 47.52%-44.8pp | 20.14%-17.4pp |
| Employer contribution / active EE | $516 | $2,883-82.1% | $4,617-88.8% | $2,281-77.4% |
| Participant deferral / active EE | $2,484 | $4,840-48.7% | $5,984-58.5% | $3,203-22.4% |
| Admin fee / account holder | $18,452 | $4,826+282.4% | $8,357+120.8% | $4,296+329.6% |