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 | $40,894 | $83,477-51.0% | $125,175-67.3% | $72,985-44.0% |
| Participation rate | 70.7% | 73.3%-2.6pp | 79.8%-9.1pp | 69.5%+1.2pp |
| Annual return | 1.12% | 25.78%-24.7pp | 43.79%-42.7pp | 81.00%-79.9pp |
| Employer contribution / active EE | $2,605 | $2,345+11.1% | $3,865-32.6% | $2,440+6.8% |
| Participant deferral / active EE | $4,335 | $3,585+20.9% | $4,937-12.2% | $3,607+20.2% |
| Admin fee / account holder | $5,549 | $5,517+0.6% | $9,702-42.8% | $5,124+8.3% |