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 | $41,821 | $185,822-77.5% | $169,993-75.4% | $139,434-70.0% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 4.51% | 60.50%-56.0pp | 53.37%-48.9pp | 372.94%-368.4pp |
| Employer contribution / active EE | $2,414 | $7,590-68.2% | $6,785-64.4% | $4,751-49.2% |
| Participant deferral / active EE | $4,612 | $11,622-60.3% | $10,408-55.7% | $6,710-31.3% |
| Admin fee / account holder | $50,252 | $15,381+226.7% | $12,815+292.1% | $11,403+340.7% |