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 | $37,384 | $70,428-46.9% | $96,562-61.3% | $85,850-56.5% |
| Participation rate | 93.8% | 61.8%+31.9pp | 69.8%+23.9pp | 69.3%+24.4pp |
| Annual return | 9.98% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $815 | $1,413-42.3% | $2,356-65.4% | $2,565-68.2% |
| Participant deferral / active EE | $2,605 | $2,894-10.0% | $3,849-32.3% | $3,952-34.1% |
| Admin fee / account holder | $9,328 | $4,997+86.7% | $6,181+50.9% | $6,260+49.0% |