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 | $33,208 | $89,753-63.0% | $107,525-69.1% | $84,808-60.8% |
| Participation rate | 93.9% | 68.1%+25.8pp | 75.1%+18.8pp | 68.3%+25.6pp |
| Annual return | 4.57% | 29.48%-24.9pp | 181.32%-176.7pp | 40.90%-36.3pp |
| Employer contribution / active EE | $1,983 | $3,113-36.3% | $3,754-47.2% | $2,631-24.6% |
| Participant deferral / active EE | $5,511 | $4,056+35.9% | $5,116+7.7% | $4,212+30.9% |
| Admin fee / account holder | $2,972 | $7,222-58.8% | $8,919-66.7% | $7,344-59.5% |