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 | $41,050 | $73,933-44.5% | $96,683-57.5% | $75,163-45.4% |
| Participation rate | 75.5% | 66.4%+9.0pp | 74.3%+1.1pp | 67.2%+8.3pp |
| Annual return | 12.47% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,873 | $2,928-1.9% | $3,737-23.1% | $2,670+7.6% |
| Participant deferral / active EE | $4,080 | $3,659+11.5% | $4,878-16.4% | $4,125-1.1% |
| Admin fee / account holder | $6,835 | $5,216+31.0% | $6,730+1.6% | $5,651+21.0% |