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 | $41,997 | $77,899-46.1% | $149,673-71.9% | $75,163-44.1% |
| Participation rate | 72.1% | 65.6%+6.5pp | 78.8%-6.7pp | 67.2%+4.9pp |
| Annual return | 13.06% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,114 | $3,137-64.5% | $4,818-76.9% | $2,670-58.3% |
| Participant deferral / active EE | $1,752 | $3,411-48.6% | $5,680-69.2% | $4,125-57.5% |
| Admin fee / account holder | $4,582 | $5,956-23.1% | $13,210-65.3% | $5,651-18.9% |