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 | $41,139 | $109,413-62.4% | $156,263-73.7% | $84,808-51.5% |
| Participation rate | 81.8% | 72.7%+9.1pp | 78.9%+2.9pp | 68.3%+13.5pp |
| Annual return | 1.37% | 20.18%-18.8pp | 59.47%-58.1pp | 40.90%-39.5pp |
| Employer contribution / active EE | $2,075 | $2,907-28.6% | $4,333-52.1% | $2,631-21.1% |
| Participant deferral / active EE | $4,002 | $4,590-12.8% | $6,158-35.0% | $4,212-5.0% |
| Admin fee / account holder | $4,100 | $9,357-56.2% | $14,255-71.2% | $7,344-44.2% |