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 | $31,790 | $76,050-58.2% | $96,544-67.1% | $71,457-55.5% |
| Participation rate | 78.4% | 74.4%+4.0pp | 76.0%+2.5pp | 67.9%+10.5pp |
| Annual return | 13.58% | 22.81%-9.2pp | 25.84%-12.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,604 | $2,244-28.5% | $2,965-45.9% | $2,588-38.0% |
| Participant deferral / active EE | $2,393 | $4,215-43.2% | $4,851-50.7% | $4,289-44.2% |
| Admin fee / account holder | $5,388 | $2,707+99.0% | $8,252-34.7% | $1,587+239.4% |