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 | $37,364 | $45,035-17.0% | $62,995-40.7% | $70,131-46.7% |
| Participation rate | 96.7% | 69.5%+27.1pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 9.21% | 18.76%-9.5pp | 87.57%-78.4pp | 73.14%-63.9pp |
| Employer contribution / active EE | $508 | $2,051-75.2% | $2,759-81.6% | $2,342-78.3% |
| Participant deferral / active EE | $2,927 | $2,465+18.7% | $3,329-12.1% | $3,332-12.2% |
| Admin fee / account holder | $10,428 | $2,834+267.9% | $3,600+189.7% | $4,645+124.5% |