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 | $56,084 | $94,625-40.7% | $116,228-51.7% | $84,808-33.9% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.6%+17.4pp | 68.3%+23.7pp |
| Annual return | 4.00% | 20.40%-16.4pp | 90.06%-86.1pp | 40.90%-36.9pp |
| Employer contribution / active EE | $1,762 | $2,347-24.9% | $2,994-41.2% | $2,631-33.0% |
| Participant deferral / active EE | $5,871 | $3,972+47.8% | $4,953+18.5% | $4,212+39.4% |
| Admin fee / account holder | $411 | $10,091-95.9% | $11,989-96.6% | $7,344-94.4% |