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 | $33,468 | $60,022-44.2% | $88,946-62.4% | $84,808-60.5% |
| Participation rate | 85.2% | 57.8%+27.3pp | 68.8%+16.3pp | 68.3%+16.9pp |
| Annual return | 10.99% | 22.43%-11.4pp | 57.82%-46.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,116 | $1,703-34.5% | $2,555-56.3% | $2,631-57.6% |
| Participant deferral / active EE | $1,593 | $3,114-48.9% | $4,581-65.2% | $4,212-62.2% |
| Admin fee / account holder | $588 | $4,811-87.8% | $8,261-92.9% | $7,344-92.0% |