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 | $36,835 | $72,492-49.2% | $87,100-57.7% | $72,985-49.5% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.9%+9.6pp | 69.5%+17.0pp |
| Annual return | 12.02% | 24.46%-12.4pp | 28.19%-16.2pp | 81.00%-69.0pp |
| Employer contribution / active EE | $831 | $1,894-56.1% | $2,521-67.0% | $2,440-65.9% |
| Participant deferral / active EE | $3,105 | $3,270-5.0% | $4,049-23.3% | $3,607-13.9% |
| Admin fee / account holder | $6,936 | $5,055+37.2% | $7,497-7.5% | $5,124+35.4% |