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 | $37,364 | $77,899-52.0% | $149,673-75.0% | $75,163-50.3% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 13.02% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $883 | $3,137-71.9% | $4,818-81.7% | $2,670-66.9% |
| Participant deferral / active EE | $2,387 | $3,411-30.0% | $5,680-58.0% | $4,125-42.1% |
| Admin fee / account holder | $3,967 | $5,956-33.4% | $13,210-70.0% | $5,651-29.8% |