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 | $35,932 | $64,839-44.6% | $95,585-62.4% | $84,808-57.6% |
| Participation rate | 85.7% | 63.8%+21.9pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 10.44% | -670.96%+681.4pp | 38.56%-28.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,874 | $1,759+6.5% | $2,527-25.8% | $2,631-28.8% |
| Participant deferral / active EE | $2,441 | $2,965-17.7% | $4,023-39.3% | $4,212-42.0% |
| Admin fee / account holder | $8,373 | $5,964+40.4% | $6,127+36.7% | $7,344+14.0% |