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 | $34,538 | $54,762-36.9% | $90,281-61.7% | $72,985-52.7% |
| Participation rate | 92.1% | 65.1%+27.0pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 6.08% | 30.63%-24.6pp | 78.10%-72.0pp | 81.00%-74.9pp |
| Employer contribution / active EE | $3,665 | $2,092+75.2% | $2,854+28.4% | $2,440+50.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $443 | $3,972-88.8% | $5,351-91.7% | $5,124-91.4% |