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 | $42,815 | $104,251-58.9% | $91,001-53.0% | $147,584-71.0% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.6%+13.9pp | 82.8%+6.6pp |
| Annual return | 4.46% | 27.06%-22.6pp | 4.60%-0.1pp | 578.55%-574.1pp |
| Employer contribution / active EE | $1,986 | $3,116-36.3% | $2,456-19.1% | $4,876-59.3% |
| Participant deferral / active EE | $4,765 | $4,195+13.6% | $3,547+34.3% | $5,439-12.4% |
| Admin fee / account holder | $3,324 | $8,948-62.9% | $5,417-38.6% | $10,885-69.5% |