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 | $39,281 | $85,766-54.2% | $136,294-71.2% | $70,131-44.0% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 13.57% | 31.45%-17.9pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,031 | $2,966-65.3% | $4,695-78.1% | $2,342-56.0% |
| Participant deferral / active EE | $4,128 | $5,051-18.3% | $6,247-33.9% | $3,332+23.9% |
| Admin fee / account holder | $1,234 | $5,420-77.2% | $9,243-86.7% | $4,645-73.4% |