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 | $54,631 | $61,605-11.3% | $112,229-51.3% | $75,163-27.3% |
| Participation rate | 82.5% | 61.7%+20.8pp | 72.4%+10.1pp | 67.2%+15.3pp |
| Annual return | 9.32% | 28.47%-19.1pp | 30.20%-20.9pp | 160.62%-151.3pp |
| Employer contribution / active EE | $568 | $2,015-71.8% | $3,430-83.4% | $2,670-78.7% |
| Participant deferral / active EE | $2,127 | $3,108-31.6% | $4,798-55.7% | $4,125-48.4% |
| Admin fee / account holder | $2,831 | $4,862-41.8% | $7,748-63.5% | $5,651-49.9% |