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 | $34,759 | $65,365-46.8% | $92,893-62.6% | $72,985-52.4% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 13.94% | 42.10%-28.2pp | 109.41%-95.5pp | 81.00%-67.1pp |
| Employer contribution / active EE | $903 | $2,594-65.2% | $3,653-75.3% | $2,440-63.0% |
| Participant deferral / active EE | $2,682 | $3,128-14.3% | $4,236-36.7% | $3,607-25.7% |
| Admin fee / account holder | $315 | $4,251-92.6% | $5,794-94.6% | $5,124-93.8% |