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 | $36,417 | $78,422-53.6% | $95,952-62.0% | $79,858-54.4% |
| Participation rate | 71.9% | 73.5%-1.6pp | 77.1%-5.2pp | 69.6%+2.2pp |
| Annual return | 1.99% | 19.37%-17.4pp | 91.61%-89.6pp | 31.71%-29.7pp |
| Employer contribution / active EE | $983 | $1,945-49.5% | $2,541-61.3% | $2,471-60.2% |
| Participant deferral / active EE | $2,582 | $3,440-24.9% | $4,167-38.0% | $3,740-31.0% |
| Admin fee / account holder | $25,360 | $5,622+351.1% | $6,795+273.2% | $5,306+377.9% |