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 | $24,300 | $99,652-75.6% | $78,778-69.2% | $147,584-83.5% |
| Participation rate | 89.5% | 76.2%+13.2pp | 69.2%+20.3pp | 82.8%+6.6pp |
| Annual return | 3.87% | 47.28%-43.4pp | 35.62%-31.8pp | 578.55%-574.7pp |
| Employer contribution / active EE | $1,013 | $2,796-63.8% | $1,986-49.0% | $4,876-79.2% |
| Participant deferral / active EE | $1,394 | $3,664-61.9% | $2,958-52.9% | $5,439-74.4% |
| Admin fee / account holder | $1,490 | $7,155-79.2% | $5,134-71.0% | $10,885-86.3% |