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 | $34,060 | $99,341-65.7% | $84,750-59.8% | $273,961-87.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 1.08% | 22.93%-21.9pp | 22.78%-21.7pp | 41.45%-40.4pp |
| Employer contribution / active EE | $2,481 | $4,214-41.1% | $3,574-30.6% | $4,869-49.1% |
| Participant deferral / active EE | $4,775 | $4,269+11.8% | $3,712+28.6% | $5,287-9.7% |
| Admin fee / account holder | $10,330 | $6,644+55.5% | $5,332+93.7% | $10,132+2.0% |