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 | $30,164 | $91,190-66.9% | $178,490-83.1% | $79,858-62.2% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.3pp | 69.6%+20.6pp |
| Annual return | 3.02% | 24.19%-21.2pp | 151.07%-148.1pp | 31.71%-28.7pp |
| Employer contribution / active EE | $4,769 | $3,256+46.5% | $5,011-4.8% | $2,471+93.0% |
| Participant deferral / active EE | $3,598 | $3,236+11.2% | $5,202-30.8% | $3,740-3.8% |
| Admin fee / account holder | $6,995 | $6,751+3.6% | $13,984-50.0% | $5,306+31.8% |