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 | $41,257 | $64,909-36.4% | $82,313-49.9% | $62,292-33.8% |
| Participation rate | 97.3% | 74.9%+22.5pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 11.80% | 21.18%-9.4pp | 25.88%-14.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,132 | $1,676+27.2% | $2,428-12.2% | $2,042+4.4% |
| Participant deferral / active EE | $1,676 | $3,103-46.0% | $3,706-54.8% | $3,169-47.1% |
| Admin fee / account holder | $3,704 | $440+742.7% | $5,608-33.9% | $479+672.8% |