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 | $32,608 | $102,828-68.3% | $105,387-69.1% | $152,861-78.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.67% | 20.85%-8.2pp | 26.82%-14.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $1,740 | $4,473-61.1% | $4,213-58.7% | $4,762-63.5% |
| Participant deferral / active EE | $2,872 | $5,465-47.5% | $5,502-47.8% | $5,850-50.9% |
| Admin fee / account holder | $7,356 | $8,683-15.3% | $6,559+12.2% | $11,596-36.6% |