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 | $23,428 | $73,933-68.3% | $96,683-75.8% | $75,163-68.8% |
| Participation rate | 84.9% | 66.4%+18.5pp | 74.3%+10.6pp | 67.2%+17.7pp |
| Annual return | 12.92% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,773 | $2,928-39.4% | $3,737-52.5% | $2,670-33.6% |
| Participant deferral / active EE | $3,379 | $3,659-7.6% | $4,878-30.7% | $4,125-18.1% |
| Admin fee / account holder | $2,164 | $5,216-58.5% | $6,730-67.8% | $5,651-61.7% |