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 | $42,663 | $53,127-19.7% | $86,590-50.7% | $70,131-39.2% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 11.25% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,318 | $2,068-36.3% | $2,839-53.6% | $2,342-43.7% |
| Participant deferral / active EE | $1,647 | $2,696-38.9% | $3,609-54.3% | $3,332-50.6% |
| Admin fee / account holder | $391 | $3,585-89.1% | $4,906-92.0% | $4,645-91.6% |