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 | $31,779 | $74,927-57.6% | $101,794-68.8% | $84,808-62.5% |
| Participation rate | 84.7% | 61.4%+23.3pp | 69.2%+15.5pp | 68.3%+16.4pp |
| Annual return | 9.30% | 18.70%-9.4pp | 30.53%-21.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $928 | $1,522-39.0% | $2,289-59.5% | $2,631-64.7% |
| Participant deferral / active EE | $1,627 | $3,099-47.5% | $4,084-60.2% | $4,212-61.4% |
| Admin fee / account holder | $9,674 | $6,514+48.5% | $8,777+10.2% | $7,344+31.7% |