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 | $42,070 | $76,367-44.9% | $93,606-55.1% | $72,985-42.4% |
| Participation rate | 89.0% | 71.7%+17.3pp | 75.8%+13.2pp | 69.5%+19.6pp |
| Annual return | 4.86% | 25.82%-21.0pp | 32.76%-27.9pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,027 | $2,275-54.8% | $2,718-62.2% | $2,440-57.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,145 | $6,838-24.8% | $7,888-34.8% | $5,124+0.4% |