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 | $40,761 | $116,175-64.9% | $93,606-56.5% | $152,861-73.3% |
| Participation rate | 94.7% | 78.0%+16.7pp | 75.8%+18.9pp | 82.4%+12.3pp |
| Annual return | 7.55% | 35.96%-28.4pp | 32.76%-25.2pp | 345.32%-337.8pp |
| Employer contribution / active EE | $1,579 | $3,218-50.9% | $2,718-41.9% | $4,762-66.8% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,097 | $10,748-52.6% | $7,888-35.4% | $11,596-56.0% |