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 | $31,669 | $99,341-68.1% | $84,750-62.6% | $273,961-88.4% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | -1.15% | 22.93%-24.1pp | 22.78%-23.9pp | 41.45%-42.6pp |
| Employer contribution / active EE | $3,565 | $4,214-15.4% | $3,574-0.3% | $4,869-26.8% |
| Participant deferral / active EE | $5,504 | $4,269+28.9% | $3,712+48.3% | $5,287+4.1% |
| Admin fee / account holder | $5,445 | $6,644-18.0% | $5,332+2.1% | $10,132-46.3% |