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 | $46,793 | $72,492-35.5% | $87,100-46.3% | $72,985-35.9% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 1.35% | 24.46%-23.1pp | 28.19%-26.8pp | 81.00%-79.7pp |
| Employer contribution / active EE | $488 | $1,894-74.3% | $2,521-80.7% | $2,440-80.0% |
| Participant deferral / active EE | $2,060 | $3,270-37.0% | $4,049-49.1% | $3,607-42.9% |
| Admin fee / account holder | $2,513 | $5,055-50.3% | $7,497-66.5% | $5,124-51.0% |