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 | $43,351 | $179,726-75.9% | $156,263-72.3% | $142,382-69.6% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.9%-2.7pp | 80.1%-3.9pp |
| Annual return | 9.92% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,653 | $5,069-47.7% | $4,333-38.8% | $4,299-38.3% |
| Participant deferral / active EE | $4,141 | $6,956-40.5% | $6,158-32.8% | $6,507-36.4% |
| Admin fee / account holder | $9,430 | $17,272-45.4% | $14,255-33.8% | $12,624-25.3% |