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 | $43,425 | $81,248-46.6% | $155,509-72.1% | $80,856-46.3% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 8.94% | 33.31%-24.4pp | 64.67%-55.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,763 | $3,100-43.1% | $4,672-62.3% | $2,755-36.0% |
| Participant deferral / active EE | $2,454 | $3,452-28.9% | $5,626-56.4% | $4,296-42.9% |
| Admin fee / account holder | $26,622 | $7,997+232.9% | $15,912+67.3% | $6,918+284.8% |