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 | $32,400 | $81,248-60.1% | $155,509-79.2% | $80,856-59.9% |
| Participation rate | 95.1% | 66.2%+28.9pp | 78.2%+16.9pp | 67.6%+27.5pp |
| Annual return | 8.95% | 33.31%-24.4pp | 64.67%-55.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,268 | $3,100-59.1% | $4,672-72.9% | $2,755-54.0% |
| Participant deferral / active EE | $1,563 | $3,452-54.7% | $5,626-72.2% | $4,296-63.6% |
| Admin fee / account holder | $2,709 | $7,997-66.1% | $15,912-83.0% | $6,918-60.8% |