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 | $36,752 | $87,733-58.1% | $106,548-65.5% | $85,850-57.2% |
| Participation rate | 92.6% | 71.9%+20.7pp | 76.1%+16.5pp | 69.3%+23.3pp |
| Annual return | 9.21% | 21.86%-12.6pp | 26.80%-17.6pp | 318.53%-309.3pp |
| Employer contribution / active EE | $3,546 | $2,073+71.1% | $2,819+25.8% | $2,565+38.2% |
| Participant deferral / active EE | $2,188 | $3,469-36.9% | $4,398-50.3% | $3,952-44.6% |
| Admin fee / account holder | $361 | $6,767-94.7% | $7,407-95.1% | $6,260-94.2% |