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 | $29,975 | $54,705-45.2% | $71,209-57.9% | $84,808-64.7% |
| Participation rate | 86.7% | 64.1%+22.6pp | 73.8%+12.9pp | 68.3%+18.4pp |
| Annual return | 10.48% | 35.90%-25.4pp | 282.51%-272.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,087 | $2,158-3.3% | $2,721-23.3% | $2,631-20.7% |
| Participant deferral / active EE | $1,804 | $3,030-40.5% | $4,175-56.8% | $4,212-57.2% |
| Admin fee / account holder | $2,414 | $4,863-50.4% | $5,349-54.9% | $7,344-67.1% |