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 | $41,237 | $63,355-34.9% | $91,989-55.2% | $72,985-43.5% |
| Participation rate | 79.4% | 72.5%+6.8pp | 78.6%+0.7pp | 69.5%+9.9pp |
| Annual return | 18.59% | 35.35%-16.8pp | 69.02%-50.4pp | 81.00%-62.4pp |
| Employer contribution / active EE | $747 | $2,116-64.7% | $3,452-78.4% | $2,440-69.4% |
| Participant deferral / active EE | $2,230 | $4,883-54.3% | $5,923-62.4% | $3,607-38.2% |
| Admin fee / account holder | $3,064 | $4,668-34.4% | $7,743-60.4% | $5,124-40.2% |