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 | $33,389 | $60,022-44.4% | $88,946-62.5% | $84,808-60.6% |
| Participation rate | 73.7% | 57.8%+15.8pp | 68.8%+4.8pp | 68.3%+5.4pp |
| Annual return | 12.51% | 22.43%-9.9pp | 57.82%-45.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,834 | $1,703+7.7% | $2,555-28.2% | $2,631-30.3% |
| Participant deferral / active EE | $2,526 | $3,114-18.9% | $4,581-44.9% | $4,212-40.0% |
| Admin fee / account holder | $1,307 | $4,811-72.8% | $8,261-84.2% | $7,344-82.2% |