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 | $38,005 | $86,929-56.3% | $102,423-62.9% | $80,856-53.0% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.4pp |
| Annual return | 8.29% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $930 | $2,369-60.7% | $3,023-69.2% | $2,755-66.2% |
| Participant deferral / active EE | $1,925 | $4,118-53.3% | $5,053-61.9% | $4,296-55.2% |
| Admin fee / account holder | $12,929 | $8,049+60.6% | $9,451+36.8% | $6,918+86.9% |