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 | $27,824 | $56,110-50.4% | $94,993-70.7% | $70,131-60.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 3.27% | 51.02%-47.8pp | 27.12%-23.8pp | 73.14%-69.9pp |
| Employer contribution / active EE | $2,054 | $1,442+42.4% | $2,603-21.1% | $2,342-12.3% |
| Participant deferral / active EE | $1,204 | $2,391-49.7% | $3,317-63.7% | $3,332-63.9% |
| Admin fee / account holder | $1,451 | $3,456-58.0% | $4,960-70.8% | $4,645-68.8% |