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 | $23,398 | $85,202-72.5% | $172,739-86.5% | $72,985-67.9% |
| Participation rate | 96.7% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.2pp |
| Annual return | 6.73% | 27.32%-20.6pp | 802.84%-796.1pp | 81.00%-74.3pp |
| Employer contribution / active EE | $1,799 | $3,324-45.9% | $5,143-65.0% | $2,440-26.3% |
| Participant deferral / active EE | $3,313 | $3,260+1.6% | $5,198-36.3% | $3,607-8.2% |
| Admin fee / account holder | $3,706 | $5,884-37.0% | $13,954-73.4% | $5,124-27.7% |