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 | $46,429 | $127,264-63.5% | $109,895-57.8% | $167,490-72.3% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 6.06% | 22.97%-16.9pp | 29.45%-23.4pp | 478.56%-472.5pp |
| Employer contribution / active EE | $943 | $3,322-71.6% | $2,842-66.8% | $4,837-80.5% |
| Participant deferral / active EE | $1,308 | $4,514-71.0% | $4,048-67.7% | $6,341-79.4% |
| Admin fee / account holder | $1,003 | $7,114-85.9% | $6,066-83.5% | $12,309-91.9% |