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 | $24,629 | $65,041-62.1% | $90,951-72.9% | $79,858-69.2% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 9.86% | 30.45%-20.6pp | 134.60%-124.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $465 | $1,247-62.7% | $2,122-78.1% | $2,471-81.2% |
| Participant deferral / active EE | $2,192 | $2,512-12.7% | $3,373-35.0% | $3,740-41.4% |
| Admin fee / account holder | $4,702 | $4,536+3.7% | $5,959-21.1% | $5,306-11.4% |