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 | $41,076 | $110,261-62.7% | $95,745-57.1% | $139,434-70.5% |
| Participation rate | 72.7% | 75.8%-3.0pp | 72.3%+0.5pp | 80.3%-7.6pp |
| Annual return | 5.56% | 27.11%-21.5pp | 28.35%-22.8pp | 372.94%-367.4pp |
| Employer contribution / active EE | $1,617 | $3,257-50.4% | $2,835-43.0% | $4,751-66.0% |
| Participant deferral / active EE | $3,750 | $4,676-19.8% | $4,245-11.6% | $6,710-44.1% |
| Admin fee / account holder | $1,071 | $6,613-83.8% | $5,678-81.1% | $11,403-90.6% |