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 | $38,322 | $54,541-29.7% | $78,778-51.4% | $70,131-45.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.08% | 21.07%-11.0pp | 35.62%-25.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $389 | $1,089-64.3% | $1,986-80.4% | $2,342-83.4% |
| Participant deferral / active EE | $1,753 | $2,210-20.7% | $2,958-40.8% | $3,332-47.4% |
| Admin fee / account holder | $8,298 | $3,709+123.8% | $5,134+61.6% | $4,645+78.6% |