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 | $41,973 | $201,272-79.1% | $184,203-77.2% | $145,922-71.2% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 9.29% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,145 | $7,022-69.4% | $6,427-66.6% | $4,660-54.0% |
| Participant deferral / active EE | $3,707 | $9,806-62.2% | $9,131-59.4% | $6,688-44.6% |
| Admin fee / account holder | $1,403 | $16,364-91.4% | $13,901-89.9% | $13,397-89.5% |