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 | $33,780 | $80,717-58.2% | $154,803-78.2% | $84,808-60.2% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 11.98% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,291 | $2,761-53.3% | $4,305-70.0% | $2,631-50.9% |
| Participant deferral / active EE | $2,251 | $3,303-31.8% | $5,540-59.4% | $4,212-46.5% |
| Admin fee / account holder | $5,425 | $6,746-19.6% | $14,329-62.1% | $7,344-26.1% |