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 | $41,237 | $177,572-76.8% | $154,803-73.4% | $142,382-71.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 5.44% | 65.07%-59.6pp | 58.88%-53.4pp | 217.08%-211.6pp |
| Employer contribution / active EE | $1,577 | $4,810-67.2% | $4,305-63.4% | $4,299-63.3% |
| Participant deferral / active EE | $2,725 | $6,272-56.6% | $5,540-50.8% | $6,507-58.1% |
| Admin fee / account holder | $6,862 | $16,786-59.1% | $14,329-52.1% | $12,624-45.6% |