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 | $19,589 | $77,634-74.8% | $156,549-87.5% | $62,891-68.9% |
| Participation rate | 84.2% | 71.2%+13.0pp | 84.0%+0.2pp | 69.3%+14.9pp |
| Annual return | 1.17% | 50.32%-49.2pp | 32.23%-31.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $3,588 | $3,444+4.2% | $5,501-34.8% | $2,281+57.3% |
| Participant deferral / active EE | $3,563 | $3,045+17.0% | $4,871-26.9% | $3,203+11.2% |
| Admin fee / account holder | $2,160 | $5,561-61.2% | $13,027-83.4% | $4,296-49.7% |