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 | $23,915 | $103,376-76.9% | $87,100-72.5% | $152,861-84.4% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | 4.67% | 28.10%-23.4pp | 28.19%-23.5pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,622 | $3,220-18.6% | $2,521+4.0% | $4,762-44.9% |
| Participant deferral / active EE | $2,915 | $4,778-39.0% | $4,049-28.0% | $5,850-50.2% |
| Admin fee / account holder | $3,081 | $12,205-74.8% | $7,497-58.9% | $11,596-73.4% |