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 | $32,252 | $39,122-17.6% | $57,179-43.6% | $62,891-48.7% |
| Participation rate | 81.7% | 70.5%+11.2pp | 75.3%+6.3pp | 69.3%+12.4pp |
| Annual return | -0.04% | 9.23%-9.3pp | 14.59%-14.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,636 | $1,874-12.7% | $2,682-39.0% | $2,281-28.3% |
| Participant deferral / active EE | $1,254 | $2,374-47.2% | $3,096-59.5% | $3,203-60.8% |
| Admin fee / account holder | $1,771 | $2,592-31.7% | $3,139-43.6% | $4,296-58.8% |