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 | $32,702 | $63,764-48.7% | $81,930-60.1% | $79,858-59.1% |
| Participation rate | 74.0% | 67.5%+6.5pp | 72.0%+2.0pp | 69.6%+4.4pp |
| Annual return | 8.23% | 22.66%-14.4pp | 29.49%-21.3pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,031 | $1,795+13.1% | $4,310-52.9% | $2,471-17.8% |
| Participant deferral / active EE | $3,465 | $2,780+24.6% | $7,107-51.2% | $3,740-7.4% |
| Admin fee / account holder | $2,054 | $4,426-53.6% | $5,158-60.2% | $5,306-61.3% |