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 | $45,389 | $80,717-43.8% | $154,803-70.7% | $84,808-46.5% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 11.23% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,020 | $2,761-26.8% | $4,305-53.1% | $2,631-23.2% |
| Participant deferral / active EE | $2,688 | $3,303-18.6% | $5,540-51.5% | $4,212-36.2% |
| Admin fee / account holder | $6,097 | $6,746-9.6% | $14,329-57.5% | $7,344-17.0% |