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 | $39,699 | $72,012-44.9% | $185,823-78.6% | $79,858-50.3% |
| Participation rate | 78.8% | 65.8%+13.0pp | 78.0%+0.8pp | 69.6%+9.2pp |
| Annual return | -5.85% | 23.12%-29.0pp | 35.95%-41.8pp | 31.71%-37.6pp |
| Employer contribution / active EE | $490 | $1,965-75.1% | $4,087-88.0% | $2,471-80.2% |
| Participant deferral / active EE | $2,451 | $3,779-35.1% | $5,632-56.5% | $3,740-34.5% |
| Admin fee / account holder | $5,534 | $4,513+22.6% | $9,500-41.7% | $5,306+4.3% |