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 | $29,590 | $55,706-46.9% | $75,886-61.0% | $72,985-59.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 16.23% | 27.59%-11.4pp | 30.76%-14.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,849 | $1,687+128.2% | $2,500+53.9% | $2,440+57.8% |
| Participant deferral / active EE | $1,303 | $2,634-50.5% | $3,603-63.8% | $3,607-63.9% |
| Admin fee / account holder | $5,242 | $3,978+31.8% | $5,418-3.3% | $5,124+2.3% |