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 | $33,101 | $74,927-55.8% | $101,794-67.5% | $84,808-61.0% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.2%+18.6pp | 68.3%+19.4pp |
| Annual return | 5.22% | 18.70%-13.5pp | 30.53%-25.3pp | 40.90%-35.7pp |
| Employer contribution / active EE | $872 | $1,522-42.7% | $2,289-61.9% | $2,631-66.9% |
| Participant deferral / active EE | $2,304 | $3,099-25.7% | $4,084-43.6% | $4,212-45.3% |
| Admin fee / account holder | $416 | $6,514-93.6% | $8,777-95.3% | $7,344-94.3% |