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 | $39,454 | $80,717-51.1% | $154,803-74.5% | $84,808-53.5% |
| Participation rate | 86.3% | 66.8%+19.5pp | 78.1%+8.2pp | 68.3%+18.0pp |
| Annual return | 11.61% | 37.96%-26.3pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,607 | $2,761-41.8% | $4,305-62.7% | $2,631-38.9% |
| Participant deferral / active EE | $2,824 | $3,303-14.5% | $5,540-49.0% | $4,212-32.9% |
| Admin fee / account holder | $3,030 | $6,746-55.1% | $14,329-78.9% | $7,344-58.7% |