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 | $29,101 | $106,584-72.7% | $101,326-71.3% | $142,382-79.6% |
| Participation rate | 76.5% | 82.7%-6.2pp | 81.5%-5.0pp | 80.1%-3.6pp |
| Annual return | 9.22% | 36.93%-27.7pp | 36.82%-27.6pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,866 | $3,956-52.8% | $3,665-49.1% | $4,299-56.6% |
| Participant deferral / active EE | $6,400 | $8,297-22.9% | $7,994-19.9% | $6,507-1.6% |
| Admin fee / account holder | $2,436 | $11,446-78.7% | $11,185-78.2% | $12,624-80.7% |