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 | $38,166 | $95,803-60.2% | $113,168-66.3% | $84,808-55.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 4.35% | 25.00%-20.7pp | 24.27%-19.9pp | 40.90%-36.5pp |
| Employer contribution / active EE | $2,164 | $2,360-8.3% | $2,975-27.3% | $2,631-17.8% |
| Participant deferral / active EE | $2,742 | $4,242-35.4% | $5,107-46.3% | $4,212-34.9% |
| Admin fee / account holder | $14,322 | $8,989+59.3% | $12,068+18.7% | $7,344+95.0% |