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 | $32,657 | $49,915-34.6% | $154,803-78.9% | $74,304-56.0% |
| Participation rate | 81.7% | 54.0%+27.8pp | 78.1%+3.7pp | 60.3%+21.4pp |
| Annual return | 10.60% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.8pp |
| Employer contribution / active EE | $909 | $1,611-43.6% | $4,305-78.9% | $2,241-59.4% |
| Participant deferral / active EE | $3,400 | $2,255+50.8% | $5,540-38.6% | $3,767-9.7% |
| Admin fee / account holder | $5,901 | $2,189+169.6% | $14,329-58.8% | $2,969+98.8% |