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 | $41,957 | $58,828-28.7% | $77,999-46.2% | $62,891-33.3% |
| Participation rate | 70.9% | 71.1%-0.2pp | 75.5%-4.6pp | 69.3%+1.6pp |
| Annual return | 4.76% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,547 | $2,686-5.2% | $3,497-27.2% | $3,203-20.5% |
| Admin fee / account holder | $5,207 | $4,393+18.5% | $5,480-5.0% | $4,296+21.2% |