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 | $26,194 | $70,669-62.9% | $169,368-84.5% | $75,163-65.2% |
| Participation rate | 86.2% | 64.8%+21.4pp | 77.1%+9.1pp | 67.2%+19.0pp |
| Annual return | 11.52% | 36.36%-24.8pp | 405.60%-394.1pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,828 | $2,211-17.3% | $4,013-54.4% | $2,670-31.5% |
| Participant deferral / active EE | $4,778 | $4,311+10.8% | $6,221-23.2% | $4,125+15.8% |
| Admin fee / account holder | $9,910 | $5,402+83.4% | $9,003+10.1% | $5,651+75.4% |