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 | $42,994 | $80,717-46.7% | $154,803-72.2% | $84,808-49.3% |
| Participation rate | 78.7% | 66.8%+11.9pp | 78.1%+0.7pp | 68.3%+10.4pp |
| Annual return | 10.40% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $987 | $2,761-64.2% | $4,305-77.1% | $2,631-62.5% |
| Participant deferral / active EE | $3,421 | $3,303+3.6% | $5,540-38.2% | $4,212-18.8% |
| Admin fee / account holder | $1,049 | $6,746-84.5% | $14,329-92.7% | $7,344-85.7% |