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 | $42,237 | $60,022-29.6% | $88,946-52.5% | $84,808-50.2% |
| Participation rate | 71.1% | 57.8%+13.2pp | 68.8%+2.2pp | 68.3%+2.8pp |
| Annual return | 13.32% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,111 | $1,703-34.8% | $2,555-56.5% | $2,631-57.8% |
| Participant deferral / active EE | $1,299 | $3,114-58.3% | $4,581-71.6% | $4,212-69.2% |
| Admin fee / account holder | $8,989 | $4,811+86.9% | $8,261+8.8% | $7,344+22.4% |