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 | $43,883 | $98,750-55.6% | $149,696-70.7% | $79,858-45.0% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 4.54% | 27.43%-22.9pp | 276.60%-272.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,104 | $3,216-34.6% | $4,644-54.7% | $2,471-14.9% |
| Participant deferral / active EE | $3,539 | $5,680-37.7% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $14,728 | $6,053+143.3% | $9,309+58.2% | $5,306+177.5% |