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 | $31,260 | $77,899-59.9% | $149,673-79.1% | $75,163-58.4% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 5.81% | 31.72%-25.9pp | 134.42%-128.6pp | 160.62%-154.8pp |
| Employer contribution / active EE | $962 | $3,137-69.3% | $4,818-80.0% | $2,670-64.0% |
| Participant deferral / active EE | $1,429 | $3,411-58.1% | $5,680-74.8% | $4,125-65.4% |
| Admin fee / account holder | $3,451 | $5,956-42.1% | $13,210-73.9% | $5,651-38.9% |