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 | $40,541 | $54,762-26.0% | $90,281-55.1% | $72,985-44.5% |
| Participation rate | 71.1% | 65.1%+5.9pp | 73.3%-2.2pp | 69.5%+1.6pp |
| Annual return | 1.42% | 30.63%-29.2pp | 78.10%-76.7pp | 81.00%-79.6pp |
| Employer contribution / active EE | $1,659 | $2,092-20.7% | $2,854-41.9% | $2,440-32.0% |
| Participant deferral / active EE | $2,592 | $2,887-10.2% | $3,885-33.3% | $3,607-28.1% |
| Admin fee / account holder | $2,616 | $3,972-34.1% | $5,351-51.1% | $5,124-49.0% |