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 | $35,468 | $117,983-69.9% | $101,794-65.2% | $142,382-75.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 9.72% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $993 | $2,773-64.2% | $2,289-56.6% | $4,299-76.9% |
| Participant deferral / active EE | $1,559 | $4,714-66.9% | $4,084-61.8% | $6,507-76.0% |
| Admin fee / account holder | $911 | $10,433-91.3% | $8,777-89.6% | $12,624-92.8% |