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 8-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 | $28,622 | $80,717-64.5% | $154,803-81.5% | $84,808-66.3% |
| Participation rate | 78.0% | 66.8%+11.2pp | 78.1%-0.1pp | 68.3%+9.7pp |
| Annual return | 10.38% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,239 | $2,761-55.1% | $4,305-71.2% | $2,631-52.9% |
| Participant deferral / active EE | $1,829 | $3,303-44.6% | $5,540-67.0% | $4,212-56.6% |
| Admin fee / account holder | $20,045 | $6,746+197.2% | $14,329+39.9% | $7,344+172.9% |