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 | $45,333 | $78,422-42.2% | $95,952-52.8% | $79,858-43.2% |
| Participation rate | 76.7% | 73.5%+3.2pp | 77.1%-0.4pp | 69.6%+7.0pp |
| Annual return | 6.98% | 19.37%-12.4pp | 91.61%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,520 | $1,945-21.9% | $2,541-40.2% | $2,471-38.5% |
| Participant deferral / active EE | $2,701 | $3,440-21.5% | $4,167-35.2% | $3,740-27.8% |
| Admin fee / account holder | $327 | $5,622-94.2% | $6,795-95.2% | $5,306-93.8% |