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 | $34,271 | $95,266-64.0% | $82,389-58.4% | $142,382-75.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 7.07% | 25.74%-18.7pp | 28.67%-21.6pp | 217.08%-210.0pp |
| Employer contribution / active EE | $3,785 | $2,991+26.5% | $2,517+50.4% | $4,299-12.0% |
| Participant deferral / active EE | $6,188 | $4,809+28.7% | $4,155+48.9% | $6,507-4.9% |
| Admin fee / account holder | $41,015 | $8,563+379.0% | $7,231+467.2% | $12,624+224.9% |