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 | $37,922 | $81,248-53.3% | $155,509-75.6% | $80,856-53.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.55% | 33.31%-22.8pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,716 | $3,100-44.6% | $4,672-63.3% | $2,755-37.7% |
| Participant deferral / active EE | $3,562 | $3,452+3.2% | $5,626-36.7% | $4,296-17.1% |
| Admin fee / account holder | $852 | $7,997-89.3% | $15,912-94.6% | $6,918-87.7% |