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 | $44,670 | $81,460-45.2% | $103,333-56.8% | $80,856-44.8% |
| Participation rate | 88.4% | 66.8%+21.5pp | 74.5%+13.9pp | 67.6%+20.7pp |
| Annual return | 10.40% | 25.55%-15.1pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,359 | $3,105-24.0% | $3,868-39.0% | $2,755-14.4% |
| Participant deferral / active EE | $4,156 | $3,869+7.4% | $5,057-17.8% | $4,296-3.2% |
| Admin fee / account holder | $1,105 | $6,566-83.2% | $8,355-86.8% | $6,918-84.0% |