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 | $41,720 | $117,983-64.6% | $101,794-59.0% | $142,382-70.7% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 7.82% | 36.92%-29.1pp | 30.53%-22.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,049 | $2,773-62.2% | $2,289-54.2% | $4,299-75.6% |
| Participant deferral / active EE | $5,244 | $4,714+11.3% | $4,084+28.4% | $6,507-19.4% |
| Admin fee / account holder | $50,686 | $10,433+385.8% | $8,777+477.5% | $12,624+301.5% |