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 | $34,509 | $85,202-59.5% | $172,739-80.0% | $72,985-52.7% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.7pp |
| Annual return | 12.32% | 27.32%-15.0pp | 802.84%-790.5pp | 81.00%-68.7pp |
| Employer contribution / active EE | $922 | $3,324-72.3% | $5,143-82.1% | $2,440-62.2% |
| Participant deferral / active EE | $2,641 | $3,260-19.0% | $5,198-49.2% | $3,607-26.8% |
| Admin fee / account holder | $13,442 | $5,884+128.5% | $13,954-3.7% | $5,124+162.3% |