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 | $23,179 | $135,952-83.0% | $123,892-81.3% | $273,961-91.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.77% | 56.63%-54.9pp | 47.52%-45.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,860 | $5,170-64.0% | $4,617-59.7% | $4,869-61.8% |
| Participant deferral / active EE | $2,325 | $6,343-63.3% | $5,984-61.1% | $5,287-56.0% |
| Admin fee / account holder | $3,991 | $9,817-59.3% | $8,357-52.2% | $10,132-60.6% |