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 | $34,664 | $59,839-42.1% | $81,983-57.7% | $79,858-56.6% |
| Participation rate | 89.4% | 61.6%+27.8pp | 69.2%+20.1pp | 69.6%+19.8pp |
| Annual return | 2.49% | 17.56%-15.1pp | 41.31%-38.8pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,104 | $1,713-35.5% | $2,498-55.8% | $2,471-55.3% |
| Participant deferral / active EE | $1,754 | $2,695-34.9% | $3,722-52.9% | $3,740-53.1% |
| Admin fee / account holder | $2,611 | $4,287-39.1% | $5,664-53.9% | $5,306-50.8% |