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 | $44,589 | $67,606-34.0% | $82,313-45.8% | $70,131-36.4% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 8.69% | 21.57%-12.9pp | 25.88%-17.2pp | 73.14%-64.5pp |
| Employer contribution / active EE | $1,056 | $1,755-39.8% | $2,428-56.5% | $2,342-54.9% |
| Participant deferral / active EE | $1,668 | $2,987-44.2% | $3,706-55.0% | $3,332-49.9% |
| Admin fee / account holder | $753 | $4,512-83.3% | $5,608-86.6% | $4,645-83.8% |