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 | $29,550 | $77,899-62.1% | $149,673-80.3% | $75,163-60.7% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.1pp | 67.2%+14.6pp |
| Annual return | 6.35% | 31.72%-25.4pp | 134.42%-128.1pp | 160.62%-154.3pp |
| Employer contribution / active EE | $920 | $3,137-70.7% | $4,818-80.9% | $2,670-65.5% |
| Participant deferral / active EE | $3,080 | $3,411-9.7% | $5,680-45.8% | $4,125-25.3% |
| Admin fee / account holder | $3,172 | $5,956-46.7% | $13,210-76.0% | $5,651-43.9% |