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 | $44,997 | $72,492-37.9% | $87,100-48.3% | $72,985-38.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 5.40% | 24.46%-19.1pp | 28.19%-22.8pp | 81.00%-75.6pp |
| Employer contribution / active EE | $841 | $1,894-55.6% | $2,521-66.6% | $2,440-65.5% |
| Participant deferral / active EE | $2,615 | $3,270-20.0% | $4,049-35.4% | $3,607-27.5% |
| Admin fee / account holder | $2,352 | $5,055-53.5% | $7,497-68.6% | $5,124-54.1% |