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 | $41,065 | $60,892-32.6% | $82,389-50.2% | $84,808-51.6% |
| Participation rate | 78.0% | 63.3%+14.8pp | 69.5%+8.5pp | 68.3%+9.7pp |
| Annual return | 11.42% | 37.29%-25.9pp | 28.67%-17.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,230 | $1,779+25.3% | $2,517-11.4% | $2,631-15.2% |
| Participant deferral / active EE | $1,278 | $3,179-59.8% | $4,155-69.2% | $4,212-69.6% |
| Admin fee / account holder | $9,275 | $5,467+69.6% | $7,231+28.3% | $7,344+26.3% |