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 | $38,979 | $110,257-64.6% | $96,544-59.6% | $139,434-72.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 9.36% | 26.32%-17.0pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,691 | $3,620-25.7% | $2,965-9.2% | $4,751-43.4% |
| Participant deferral / active EE | $6,203 | $5,548+11.8% | $4,851+27.9% | $6,710-7.6% |
| Admin fee / account holder | $4,648 | $11,591-59.9% | $8,252-43.7% | $11,403-59.2% |