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 | $42,962 | $46,553-7.7% | $64,056-32.9% | $75,163-42.8% |
| Participation rate | 71.7% | 65.9%+5.8pp | 72.3%-0.6pp | 67.2%+4.5pp |
| Annual return | 7.51% | 26.03%-18.5pp | 33.69%-26.2pp | 160.62%-153.1pp |
| Employer contribution / active EE | $531 | $1,974-73.1% | $2,747-80.7% | $2,670-80.1% |
| Participant deferral / active EE | $3,866 | $2,837+36.3% | $3,880-0.4% | $4,125-6.3% |
| Admin fee / account holder | $9,751 | $2,952+230.3% | $3,068+217.8% | $5,651+72.6% |