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 | $40,147 | $98,750-59.3% | $149,696-73.2% | $79,858-49.7% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 10.68% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,536 | $3,216-21.1% | $4,644-45.4% | $2,471+2.7% |
| Participant deferral / active EE | $5,125 | $5,680-9.8% | $6,842-25.1% | $3,740+37.0% |
| Admin fee / account holder | $4,248 | $6,053-29.8% | $9,309-54.4% | $5,306-19.9% |