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 5-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 | $27,699 | $127,777-78.3% | $106,548-74.0% | $167,490-83.5% |
| Participation rate | 78.6% | 78.3%+0.3pp | 76.1%+2.4pp | 82.1%-3.5pp |
| Annual return | 7.93% | 33.87%-25.9pp | 26.80%-18.9pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,432 | $3,427-58.2% | $2,819-49.2% | $4,837-70.4% |
| Participant deferral / active EE | $3,424 | $5,087-32.7% | $4,398-22.2% | $6,341-46.0% |
| Admin fee / account holder | $48,289 | $11,228+330.1% | $7,407+551.9% | $12,309+292.3% |