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 | $41,839 | $46,553-10.1% | $64,056-34.7% | $75,163-44.3% |
| Participation rate | 92.0% | 65.9%+26.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 10.47% | 26.03%-15.6pp | 33.69%-23.2pp | 160.62%-150.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,427 | $2,837+56.1% | $3,880+14.1% | $4,125+7.3% |
| Admin fee / account holder | $1,004 | $2,952-66.0% | $3,068-67.3% | $5,651-82.2% |