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 | $38,254 | $77,314-50.5% | $177,989-78.5% | $80,856-52.7% |
| Participation rate | 93.3% | 65.7%+27.6pp | 77.1%+16.2pp | 67.6%+25.7pp |
| Annual return | 8.83% | 18.09%-9.3pp | 294.48%-285.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,608 | $2,292+13.8% | $3,949-33.9% | $2,755-5.3% |
| Participant deferral / active EE | $5,192 | $4,411+17.7% | $6,276-17.3% | $4,296+20.9% |
| Admin fee / account holder | $13,110 | $7,191+82.3% | $10,363+26.5% | $6,918+89.5% |