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 | $39,814 | $59,101-32.6% | $77,163-48.4% | $75,163-47.0% |
| Participation rate | 94.8% | 63.9%+31.0pp | 69.6%+25.3pp | 67.2%+27.6pp |
| Annual return | 12.74% | 26.71%-14.0pp | 37.87%-25.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,354 | $1,995+18.0% | $2,535-7.1% | $2,670-11.8% |
| Participant deferral / active EE | $3,818 | $2,999+27.3% | $3,833-0.4% | $4,125-7.4% |
| Admin fee / account holder | $1,692 | $4,774-64.6% | $5,472-69.1% | $5,651-70.1% |