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 | $34,219 | $64,839-47.2% | $95,585-64.2% | $84,808-59.7% |
| Participation rate | 96.6% | 63.8%+32.7pp | 72.1%+24.5pp | 68.3%+28.2pp |
| Annual return | 12.59% | -670.96%+683.5pp | 38.56%-26.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,144 | $1,759-35.0% | $2,527-54.7% | $2,631-56.5% |
| Participant deferral / active EE | $2,117 | $2,965-28.6% | $4,023-47.4% | $4,212-49.7% |
| Admin fee / account holder | $841 | $5,964-85.9% | $6,127-86.3% | $7,344-88.5% |