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 | $29,426 | $79,557-63.0% | $118,746-75.2% | $70,131-58.0% |
| Participation rate | 96.4% | 71.4%+25.1pp | 78.3%+18.2pp | 69.5%+26.9pp |
| Annual return | 7.68% | 25.64%-18.0pp | 24.54%-16.9pp | 73.14%-65.5pp |
| Employer contribution / active EE | $2,570 | $2,861-10.2% | $4,193-38.7% | $2,342+9.7% |
| Participant deferral / active EE | $2,376 | $4,089-41.9% | $5,332-55.5% | $3,332-28.7% |
| Admin fee / account holder | $765 | $5,374-85.8% | $10,720-92.9% | $4,645-83.5% |