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 | $36,139 | $98,750-63.4% | $149,696-75.9% | $79,858-54.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 3.30% | 27.43%-24.1pp | 276.60%-273.3pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,772 | $3,216-44.9% | $4,644-61.8% | $2,471-28.3% |
| Participant deferral / active EE | $4,416 | $5,680-22.3% | $6,842-35.5% | $3,740+18.1% |
| Admin fee / account holder | $1,100 | $6,053-81.8% | $9,309-88.2% | $5,306-79.3% |