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 | $30,228 | $80,717-62.6% | $154,803-80.5% | $84,808-64.4% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-4.9pp | 68.3%+4.8pp |
| Annual return | 11.54% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,330 | $2,761-51.8% | $4,305-69.1% | $2,631-49.5% |
| Participant deferral / active EE | $2,016 | $3,303-39.0% | $5,540-63.6% | $4,212-52.1% |
| Admin fee / account holder | $1,782 | $6,746-73.6% | $14,329-87.6% | $7,344-75.7% |