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 | $29,166 | $72,492-59.8% | $87,100-66.5% | $72,985-60.0% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 14.55% | 24.46%-9.9pp | 28.19%-13.6pp | 81.00%-66.5pp |
| Employer contribution / active EE | $671 | $1,894-64.6% | $2,521-73.4% | $2,440-72.5% |
| Participant deferral / active EE | $1,746 | $3,270-46.6% | $4,049-56.9% | $3,607-51.6% |
| Admin fee / account holder | $5,147 | $5,055+1.8% | $7,497-31.3% | $5,124+0.4% |