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 | $41,229 | $109,881-62.5% | $150,045-72.5% | $84,808-51.4% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 11.48% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,585 | $3,561-55.5% | $4,693-66.2% | $2,631-39.8% |
| Participant deferral / active EE | $2,699 | $6,636-59.3% | $7,997-66.3% | $4,212-35.9% |
| Admin fee / account holder | $3,473 | $8,568-59.5% | $13,435-74.2% | $7,344-52.7% |