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 | $28,137 | $91,190-69.1% | $178,490-84.2% | $79,858-64.8% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 5.46% | 24.19%-18.7pp | 151.07%-145.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $781 | $3,256-76.0% | $5,011-84.4% | $2,471-68.4% |
| Participant deferral / active EE | $1,806 | $3,236-44.2% | $5,202-65.3% | $3,740-51.7% |
| Admin fee / account holder | $12,102 | $6,751+79.3% | $13,984-13.5% | $5,306+128.1% |