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 | $44,731 | $78,422-43.0% | $95,952-53.4% | $79,858-44.0% |
| Participation rate | 93.4% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 8.62% | 19.37%-10.8pp | 91.61%-83.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $997 | $1,945-48.7% | $2,541-60.8% | $2,471-59.6% |
| Participant deferral / active EE | $2,757 | $3,440-19.8% | $4,167-33.8% | $3,740-26.3% |
| Admin fee / account holder | $1,130 | $5,622-79.9% | $6,795-83.4% | $5,306-78.7% |