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 | $41,449 | $72,492-42.8% | $87,100-52.4% | $72,985-43.2% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 15.93% | 24.46%-8.5pp | 28.19%-12.3pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,126 | $1,894-40.5% | $2,521-55.3% | $2,440-53.8% |
| Participant deferral / active EE | $2,750 | $3,270-15.9% | $4,049-32.1% | $3,607-23.8% |
| Admin fee / account holder | $2,703 | $5,055-46.5% | $7,497-64.0% | $5,124-47.3% |