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 | $52,371 | $87,013-39.8% | $106,213-50.7% | $80,856-35.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 8.24% | 17.05%-8.8pp | 116.14%-107.9pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,300 | $2,395-45.7% | $3,171-59.0% | $2,755-52.8% |
| Participant deferral / active EE | $2,962 | $3,986-25.7% | $5,016-40.9% | $4,296-31.0% |
| Admin fee / account holder | $3,576 | $8,431-57.6% | $11,033-67.6% | $6,918-48.3% |