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 | $25,516 | $49,791-48.8% | $78,210-67.4% | $70,131-63.6% |
| Participation rate | 91.1% | 62.3%+28.8pp | 68.7%+22.4pp | 69.5%+21.6pp |
| Annual return | 10.60% | 20.75%-10.1pp | 40.90%-30.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $266 | $1,430-81.4% | $2,034-86.9% | $2,342-88.6% |
| Participant deferral / active EE | $1,320 | $2,150-38.6% | $2,823-53.2% | $3,332-60.4% |
| Admin fee / account holder | $3,071 | $3,181-3.5% | $3,758-18.3% | $4,645-33.9% |