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 | $22,152 | $81,248-72.7% | $155,509-85.8% | $80,856-72.6% |
| Participation rate | 70.6% | 66.2%+4.4pp | 78.2%-7.6pp | 67.6%+3.0pp |
| Annual return | 3.94% | 33.31%-29.4pp | 64.67%-60.7pp | 35.59%-31.7pp |
| Employer contribution / active EE | $605 | $3,100-80.5% | $4,672-87.1% | $2,755-78.0% |
| Participant deferral / active EE | $1,853 | $3,452-46.3% | $5,626-67.1% | $4,296-56.9% |
| Admin fee / account holder | $39,638 | $7,997+395.6% | $15,912+149.1% | $6,918+473.0% |