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 | $45,310 | $94,625-52.1% | $116,228-61.0% | $84,808-46.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 10.85% | 20.40%-9.6pp | 90.06%-79.2pp | 40.90%-30.0pp |
| Employer contribution / active EE | $942 | $2,347-59.9% | $2,994-68.6% | $2,631-64.2% |
| Participant deferral / active EE | $2,468 | $3,972-37.9% | $4,953-50.2% | $4,212-41.4% |
| Admin fee / account holder | $956 | $10,091-90.5% | $11,989-92.0% | $7,344-87.0% |