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 | $24,212 | $85,022-71.5% | $70,515-65.7% | $139,434-82.6% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.3%+12.9pp | 80.3%+0.9pp |
| Annual return | 5.47% | 30.38%-24.9pp | 32.77%-27.3pp | 372.94%-367.5pp |
| Employer contribution / active EE | $783 | $3,909-80.0% | $2,973-73.7% | $4,751-83.5% |
| Participant deferral / active EE | $4,129 | $5,890-29.9% | $4,567-9.6% | $6,710-38.5% |
| Admin fee / account holder | $4,225 | $8,906-52.6% | $6,412-34.1% | $11,403-62.9% |