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 | $24,577 | $81,248-69.8% | $155,509-84.2% | $80,856-69.6% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 9.75% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,711 | $3,100-44.8% | $4,672-63.4% | $2,755-37.9% |
| Participant deferral / active EE | $1,874 | $3,452-45.7% | $5,626-66.7% | $4,296-56.4% |
| Admin fee / account holder | $2,375 | $7,997-70.3% | $15,912-85.1% | $6,918-65.7% |