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 | $33,737 | $71,050-52.5% | $93,606-64.0% | $80,856-58.3% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 9.68% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,484 | $1,564-5.1% | $2,420-38.7% | $2,755-46.1% |
| Participant deferral / active EE | $3,764 | $4,034-6.7% | $4,411-14.7% | $4,296-12.4% |
| Admin fee / account holder | $12,745 | $6,945+83.5% | $8,285+53.8% | $6,918+84.2% |