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 | $33,462 | $67,606-50.5% | $82,313-59.3% | $70,131-52.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.79% | 21.57%-15.8pp | 25.88%-20.1pp | 73.14%-67.3pp |
| Employer contribution / active EE | $5,001 | $1,755+185.0% | $2,428+106.0% | $2,342+113.5% |
| Participant deferral / active EE | $4,203 | $2,987+40.7% | $3,706+13.4% | $3,332+26.1% |
| Admin fee / account holder | $1,809 | $4,512-59.9% | $5,608-67.7% | $4,645-61.1% |