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 | $40,778 | $86,929-53.1% | $102,423-60.2% | $80,856-49.6% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.6%+21.6pp |
| Annual return | 8.87% | 18.88%-10.0pp | 29.32%-20.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $5,731 | $2,369+141.9% | $3,023+89.6% | $2,755+108.1% |
| Participant deferral / active EE | $2,343 | $4,118-43.1% | $5,053-53.6% | $4,296-45.4% |
| Admin fee / account holder | $416 | $8,049-94.8% | $9,451-95.6% | $6,918-94.0% |