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 | $28,034 | $48,076-41.7% | $78,689-64.4% | $62,891-55.4% |
| Participation rate | 93.8% | 65.2%+28.5pp | 73.6%+20.2pp | 69.3%+24.4pp |
| Annual return | 1.72% | 31.35%-29.6pp | 62.18%-60.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $4,536 | $2,015+125.1% | $2,851+59.1% | $2,281+98.9% |
| Participant deferral / active EE | $1,659 | $2,588-35.9% | $3,517-52.8% | $3,203-48.2% |
| Admin fee / account holder | $2,221 | $3,207-30.8% | $4,510-50.8% | $4,296-48.3% |