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 | $26,520 | $72,277-63.3% | $101,248-73.8% | $79,858-66.8% |
| Participation rate | 82.9% | 68.5%+14.5pp | 75.8%+7.1pp | 69.6%+13.3pp |
| Annual return | 4.24% | 22.30%-18.1pp | 46.47%-42.2pp | 31.71%-27.5pp |
| Employer contribution / active EE | $3,326 | $2,692+23.6% | $3,660-9.1% | $2,471+34.6% |
| Participant deferral / active EE | $2,941 | $3,282-10.4% | $4,370-32.7% | $3,740-21.4% |
| Admin fee / account holder | $2,084 | $4,400-52.6% | $5,945-65.0% | $5,306-60.7% |