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 | $26,381 | $52,279-49.5% | $89,391-70.5% | $79,858-67.0% |
| Participation rate | 70.7% | 57.5%+13.1pp | 68.0%+2.7pp | 69.6%+1.0pp |
| Annual return | 4.14% | 22.16%-18.0pp | 245.62%-241.5pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,756 | $1,572+11.7% | $2,586-32.1% | $2,471-28.9% |
| Participant deferral / active EE | $3,252 | $2,740+18.7% | $3,890-16.4% | $3,740-13.0% |
| Admin fee / account holder | $2,146 | $3,356-36.1% | $4,881-56.0% | $5,306-59.6% |