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 | $25,741 | $73,933-65.2% | $96,683-73.4% | $75,163-65.8% |
| Participation rate | 79.6% | 66.4%+13.2pp | 74.3%+5.2pp | 67.2%+12.4pp |
| Annual return | 6.45% | 26.70%-20.2pp | 35.69%-29.2pp | 160.62%-154.2pp |
| Employer contribution / active EE | $4,082 | $2,928+39.4% | $3,737+9.2% | $2,670+52.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $834 | $5,216-84.0% | $6,730-87.6% | $5,651-85.2% |