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 | $21,568 | $54,762-60.6% | $90,281-76.1% | $72,985-70.4% |
| Participation rate | 92.0% | 65.1%+26.9pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 9.61% | 30.63%-21.0pp | 78.10%-68.5pp | 81.00%-71.4pp |
| Employer contribution / active EE | $1,682 | $2,092-19.6% | $2,854-41.1% | $2,440-31.1% |
| Participant deferral / active EE | $1,544 | $2,887-46.5% | $3,885-60.3% | $3,607-57.2% |
| Admin fee / account holder | $4,395 | $3,972+10.6% | $5,351-17.9% | $5,124-14.2% |