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 | $36,158 | $58,512-38.2% | $84,015-57.0% | $72,985-50.5% |
| Participation rate | 74.1% | 61.2%+12.9pp | 69.0%+5.1pp | 69.5%+4.7pp |
| Annual return | 15.43% | 28.93%-13.5pp | 71.31%-55.9pp | 81.00%-65.6pp |
| Employer contribution / active EE | $729 | $1,163-37.3% | $1,983-63.2% | $2,440-70.1% |
| Participant deferral / active EE | $2,207 | $2,394-7.8% | $3,239-31.8% | $3,607-38.8% |
| Admin fee / account holder | $1,493 | $4,569-67.3% | $6,101-75.5% | $5,124-70.9% |