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 | $41,747 | $77,314-46.0% | $177,989-76.5% | $80,856-48.4% |
| Participation rate | 71.4% | 65.7%+5.7pp | 77.1%-5.7pp | 67.6%+3.8pp |
| Annual return | 10.42% | 18.09%-7.7pp | 294.48%-284.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,180 | $4,411-50.6% | $6,276-65.3% | $4,296-49.3% |
| Admin fee / account holder | $7,503 | $7,191+4.3% | $10,363-27.6% | $6,918+8.5% |