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 | $48,143 | $51,175-5.9% | $70,515-31.7% | $75,163-35.9% |
| Participation rate | 71.8% | 60.9%+10.9pp | 68.3%+3.5pp | 67.2%+4.6pp |
| Annual return | 9.20% | 30.02%-20.8pp | 32.77%-23.6pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,763 | $1,826-3.4% | $2,973-40.7% | $2,670-34.0% |
| Participant deferral / active EE | $3,766 | $2,849+32.2% | $4,567-17.5% | $4,125-8.7% |
| Admin fee / account holder | $761 | $4,091-81.4% | $6,412-88.1% | $5,651-86.5% |