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 | $42,830 | $84,233-49.2% | $170,442-74.9% | $70,131-38.9% |
| Participation rate | 81.3% | 70.8%+10.4pp | 83.6%-2.3pp | 69.5%+11.7pp |
| Annual return | 11.26% | 23.06%-11.8pp | 205.93%-194.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,077 | $3,387-38.7% | $5,433-61.8% | $2,342-11.3% |
| Participant deferral / active EE | $2,783 | $3,086-9.8% | $4,939-43.7% | $3,332-16.5% |
| Admin fee / account holder | $27,906 | $5,698+389.8% | $13,880+101.0% | $4,645+500.7% |