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 | $38,577 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 6.51% | 28.25%-21.7pp | 62.55%-56.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $3,608 | $3,561+1.3% | $4,693-23.1% | $2,631+37.1% |
| Participant deferral / active EE | $9,510 | $6,636+43.3% | $7,997+18.9% | $4,212+125.8% |
| Admin fee / account holder | $4,422 | $8,568-48.4% | $13,435-67.1% | $7,344-39.8% |