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 | $27,635 | $65,041-57.5% | $90,951-69.6% | $79,858-65.4% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 4.29% | 30.45%-26.2pp | 134.60%-130.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,442 | $1,247+15.6% | $2,122-32.1% | $2,471-41.6% |
| Participant deferral / active EE | $3,773 | $2,512+50.2% | $3,373+11.9% | $3,740+0.9% |
| Admin fee / account holder | $1,069 | $4,536-76.4% | $5,959-82.1% | $5,306-79.9% |