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 | $46,095 | $65,365-29.5% | $92,893-50.4% | $72,985-36.8% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+25.0pp |
| Annual return | 5.95% | 42.10%-36.2pp | 109.41%-103.5pp | 81.00%-75.1pp |
| Employer contribution / active EE | $882 | $2,594-66.0% | $3,653-75.9% | $2,440-63.9% |
| Participant deferral / active EE | $4,474 | $3,128+43.0% | $4,236+5.6% | $3,607+24.0% |
| Admin fee / account holder | $1,222 | $4,251-71.3% | $5,794-78.9% | $5,124-76.2% |