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 | $26,764 | $81,248-67.1% | $155,509-82.8% | $80,856-66.9% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 8.98% | 33.31%-24.3pp | 64.67%-55.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,092 | $3,100-64.8% | $4,672-76.6% | $2,755-60.4% |
| Participant deferral / active EE | $2,124 | $3,452-38.5% | $5,626-62.2% | $4,296-50.6% |
| Admin fee / account holder | $1,209 | $7,997-84.9% | $15,912-92.4% | $6,918-82.5% |