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 | $36,400 | $80,717-54.9% | $154,803-76.5% | $84,808-57.1% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.1pp | 68.3%+26.9pp |
| Annual return | 8.55% | 37.96%-29.4pp | 58.88%-50.3pp | 40.90%-32.3pp |
| Employer contribution / active EE | $3,312 | $2,761+19.9% | $4,305-23.1% | $2,631+25.9% |
| Participant deferral / active EE | $3,117 | $3,303-5.6% | $5,540-43.7% | $4,212-26.0% |
| Admin fee / account holder | $6,249 | $6,746-7.4% | $14,329-56.4% | $7,344-14.9% |