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 | $31,581 | $72,277-56.3% | $101,248-68.8% | $79,858-60.5% |
| Participation rate | 81.0% | 68.5%+12.6pp | 75.8%+5.2pp | 69.6%+11.4pp |
| Annual return | 8.45% | 22.30%-13.8pp | 46.47%-38.0pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,673 | $2,692-0.7% | $3,660-26.9% | $2,471+8.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $534 | $4,400-87.9% | $5,945-91.0% | $5,306-89.9% |