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 | $35,319 | $77,899-54.7% | $149,673-76.4% | $75,163-53.0% |
| Participation rate | 98.3% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 12.74% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,666 | $3,137-46.9% | $4,818-65.4% | $2,670-37.6% |
| Participant deferral / active EE | $3,600 | $3,411+5.5% | $5,680-36.6% | $4,125-12.7% |
| Admin fee / account holder | $2,646 | $5,956-55.6% | $13,210-80.0% | $5,651-53.2% |