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 | $28,264 | $56,114-49.6% | $96,139-70.6% | $85,850-67.1% |
| Participation rate | 72.0% | 56.7%+15.3pp | 68.4%+3.6pp | 69.3%+2.7pp |
| Annual return | 9.94% | 42.30%-32.4pp | 191.94%-182.0pp | 318.53%-308.6pp |
| Employer contribution / active EE | $420 | $1,620-74.0% | $2,797-85.0% | $2,565-83.6% |
| Participant deferral / active EE | $1,907 | $2,859-33.3% | $4,349-56.1% | $3,952-51.7% |
| Admin fee / account holder | $944 | $3,768-75.0% | $5,537-83.0% | $6,260-84.9% |