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 | $40,672 | $59,097-31.2% | $82,389-50.6% | $74,304-45.3% |
| Participation rate | 74.2% | 52.8%+21.5pp | 69.5%+4.7pp | 60.3%+13.9pp |
| Annual return | 13.23% | 22.85%-9.6pp | 28.67%-15.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $855 | $1,601-46.6% | $2,517-66.0% | $2,241-61.9% |
| Participant deferral / active EE | $2,092 | $2,775-24.6% | $4,155-49.7% | $3,767-44.5% |
| Admin fee / account holder | $8,676 | $4,489+93.3% | $7,231+20.0% | $2,969+192.2% |