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 | $40,063 | $176,056-77.2% | $159,436-74.9% | $167,490-76.1% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 9.84% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,737 | $5,297-67.2% | $4,829-64.0% | $4,837-64.1% |
| Participant deferral / active EE | $3,333 | $7,750-57.0% | $7,352-54.7% | $6,341-47.4% |
| Admin fee / account holder | $1,861 | $12,554-85.2% | $10,799-82.8% | $12,309-84.9% |