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 | $42,020 | $153,772-72.7% | $133,980-68.6% | $273,961-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.14% | 36.51%-33.4pp | 29.30%-26.2pp | 41.45%-38.3pp |
| Employer contribution / active EE | $3,555 | $6,029-41.0% | $5,211-31.8% | $4,869-27.0% |
| Participant deferral / active EE | $4,908 | $6,958-29.5% | $6,282-21.9% | $5,287-7.2% |
| Admin fee / account holder | $547 | $11,765-95.4% | $9,324-94.1% | $10,132-94.6% |