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 | $31,821 | $72,277-56.0% | $101,248-68.6% | $79,858-60.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.46% | 22.30%-12.8pp | 46.47%-37.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,857 | $2,692-31.0% | $3,660-49.3% | $2,471-24.8% |
| Participant deferral / active EE | $3,169 | $3,282-3.4% | $4,370-27.5% | $3,740-15.3% |
| Admin fee / account holder | $6,311 | $4,400+43.4% | $5,945+6.1% | $5,306+18.9% |