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 | $24,939 | $45,073-44.7% | $69,455-64.1% | $72,985-65.8% |
| Participation rate | 76.6% | 68.5%+8.1pp | 74.6%+2.0pp | 69.5%+7.1pp |
| Annual return | 5.16% | 22.65%-17.5pp | 28.97%-23.8pp | 81.00%-75.8pp |
| Employer contribution / active EE | $2,021 | $2,054-1.6% | $2,779-27.3% | $2,440-17.2% |
| Participant deferral / active EE | $2,977 | $2,602+14.4% | $3,535-15.8% | $3,607-17.5% |
| Admin fee / account holder | $2,823 | $3,056-7.6% | $3,839-26.5% | $5,124-44.9% |