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 | $32,896 | $46,553-29.3% | $64,056-48.6% | $75,163-56.2% |
| Participation rate | 91.4% | 65.9%+25.5pp | 72.3%+19.1pp | 67.2%+24.2pp |
| Annual return | 10.90% | 26.03%-15.1pp | 33.69%-22.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $3,339 | $1,974+69.2% | $2,747+21.6% | $2,670+25.1% |
| Participant deferral / active EE | $2,674 | $2,837-5.7% | $3,880-31.1% | $4,125-35.2% |
| Admin fee / account holder | $966 | $2,952-67.3% | $3,068-68.5% | $5,651-82.9% |