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 | $26,926 | $159,602-83.1% | $150,045-82.1% | $142,382-81.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 12.21% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,464 | $4,961-70.5% | $4,693-68.8% | $4,299-65.9% |
| Participant deferral / active EE | $2,538 | $8,310-69.5% | $7,997-68.3% | $6,507-61.0% |
| Admin fee / account holder | $33,074 | $14,846+122.8% | $13,435+146.2% | $12,624+162.0% |