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 | $43,976 | $77,503-43.3% | $100,391-56.2% | $80,856-45.6% |
| Participation rate | 70.3% | 76.9%-6.7pp | 81.5%-11.2pp | 67.6%+2.6pp |
| Annual return | 11.32% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,045 | $6,820-26.0% | $8,082-37.6% | $4,296+17.4% |
| Admin fee / account holder | $11,525 | $5,897+95.4% | $7,899+45.9% | $6,918+66.6% |