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 | $24,208 | $78,926-69.3% | $136,749-82.3% | $84,808-71.5% |
| Participation rate | 90.0% | 62.2%+27.8pp | 72.1%+17.9pp | 68.3%+21.7pp |
| Annual return | 8.14% | 18.17%-10.0pp | 24.33%-16.2pp | 40.90%-32.8pp |
| Employer contribution / active EE | $2,251 | $2,134+5.5% | $3,400-33.8% | $2,631-14.4% |
| Participant deferral / active EE | $2,736 | $3,168-13.6% | $4,692-41.7% | $4,212-35.0% |
| Admin fee / account holder | $3,233 | $6,369-49.2% | $11,386-71.6% | $7,344-56.0% |