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 | $24,082 | $58,828-59.1% | $77,999-69.1% | $62,891-61.7% |
| Participation rate | 76.5% | 71.1%+5.4pp | 75.5%+0.9pp | 69.3%+7.2pp |
| Annual return | 1.78% | 17.16%-15.4pp | 425.96%-424.2pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,403 | $1,672-16.1% | $2,470-43.2% | $2,281-38.5% |
| Participant deferral / active EE | $2,270 | $2,686-15.5% | $3,497-35.1% | $3,203-29.1% |
| Admin fee / account holder | $1,142 | $4,393-74.0% | $5,480-79.2% | $4,296-73.4% |