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 | $26,684 | $80,717-66.9% | $154,803-82.8% | $84,808-68.5% |
| Participation rate | 97.3% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 10.61% | 37.96%-27.3pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,137 | $2,761-22.6% | $4,305-50.4% | $2,631-18.8% |
| Participant deferral / active EE | $2,726 | $3,303-17.5% | $5,540-50.8% | $4,212-35.3% |
| Admin fee / account holder | $3,921 | $6,746-41.9% | $14,329-72.6% | $7,344-46.6% |