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 | $43,364 | $81,248-46.6% | $155,509-72.1% | $80,856-46.4% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 10.27% | 33.31%-23.0pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,319 | $3,100-57.4% | $4,672-71.8% | $2,755-52.1% |
| Participant deferral / active EE | $4,421 | $3,452+28.1% | $5,626-21.4% | $4,296+2.9% |
| Admin fee / account holder | $3,908 | $7,997-51.1% | $15,912-75.4% | $6,918-43.5% |