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 | $40,950 | $80,717-49.3% | $154,803-73.5% | $84,808-51.7% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 11.15% | 37.96%-26.8pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,819 | $2,761-34.1% | $4,305-57.8% | $2,631-30.9% |
| Participant deferral / active EE | $2,788 | $3,303-15.6% | $5,540-49.7% | $4,212-33.8% |
| Admin fee / account holder | $3,716 | $6,746-44.9% | $14,329-74.1% | $7,344-49.4% |