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 | $19,112 | $80,717-76.3% | $154,803-87.7% | $84,808-77.5% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 3.60% | 37.96%-34.4pp | 58.88%-55.3pp | 40.90%-37.3pp |
| Employer contribution / active EE | $2,003 | $2,761-27.5% | $4,305-53.5% | $2,631-23.9% |
| Participant deferral / active EE | $3,453 | $3,303+4.5% | $5,540-37.7% | $4,212-18.0% |
| Admin fee / account holder | $3,249 | $6,746-51.8% | $14,329-77.3% | $7,344-55.8% |