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 | $45,803 | $56,897-19.5% | $84,750-46.0% | $62,891-27.2% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 2.88% | 6.30%-3.4pp | 22.78%-19.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $663 | $2,400-72.4% | $3,574-81.5% | $2,281-70.9% |
| Participant deferral / active EE | $3,368 | $2,709+24.3% | $3,712-9.3% | $3,203+5.1% |
| Admin fee / account holder | $4,417 | $3,581+23.4% | $5,332-17.2% | $4,296+2.8% |