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 | $43,786 | $87,013-49.7% | $106,213-58.8% | $80,856-45.8% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.6%+28.9pp |
| Annual return | 8.92% | 17.05%-8.1pp | 116.14%-107.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,549 | $2,395+89.9% | $3,171+43.4% | $2,755+65.1% |
| Participant deferral / active EE | $3,858 | $3,986-3.2% | $5,016-23.1% | $4,296-10.2% |
| Admin fee / account holder | $837 | $8,431-90.1% | $11,033-92.4% | $6,918-87.9% |