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 | $20,029 | $60,892-67.1% | $82,389-75.7% | $84,808-76.4% |
| Participation rate | 89.3% | 63.3%+26.0pp | 69.5%+19.7pp | 68.3%+21.0pp |
| Annual return | 9.77% | 37.29%-27.5pp | 28.67%-18.9pp | 40.90%-31.1pp |
| Employer contribution / active EE | $531 | $1,779-70.2% | $2,517-78.9% | $2,631-79.8% |
| Participant deferral / active EE | $1,583 | $3,179-50.2% | $4,155-61.9% | $4,212-62.4% |
| Admin fee / account holder | $2,968 | $5,467-45.7% | $7,231-59.0% | $7,344-59.6% |