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 | $46,883 | $198,466-76.4% | $170,442-72.5% | $147,584-68.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 3.11% | 257.29%-254.2pp | 205.93%-202.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $3,882 | $6,184-37.2% | $5,433-28.5% | $4,876-20.4% |
| Participant deferral / active EE | $5,837 | $5,629+3.7% | $4,939+18.2% | $5,439+7.3% |
| Admin fee / account holder | $475 | $16,852-97.2% | $13,880-96.6% | $10,885-95.6% |