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 | $22,546 | $64,480-65.0% | $81,382-72.3% | $80,856-72.1% |
| Participation rate | 80.6% | 63.9%+16.8pp | 69.5%+11.2pp | 67.6%+13.0pp |
| Annual return | 8.26% | 16.34%-8.1pp | 24.73%-16.5pp | 35.59%-27.3pp |
| Employer contribution / active EE | $863 | $1,978-56.4% | $2,463-65.0% | $2,755-68.7% |
| Participant deferral / active EE | $1,184 | $3,094-61.7% | $3,883-69.5% | $4,296-72.4% |
| Admin fee / account holder | $4,781 | $5,671-15.7% | $5,768-17.1% | $6,918-30.9% |