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 | $41,201 | $83,477-50.6% | $125,175-67.1% | $72,985-43.5% |
| Participation rate | 89.6% | 73.3%+16.3pp | 79.8%+9.8pp | 69.5%+20.1pp |
| Annual return | 8.16% | 25.78%-17.6pp | 43.79%-35.6pp | 81.00%-72.8pp |
| Employer contribution / active EE | $1,546 | $2,345-34.1% | $3,865-60.0% | $2,440-36.6% |
| Participant deferral / active EE | $3,166 | $3,585-11.7% | $4,937-35.9% | $3,607-12.2% |
| Admin fee / account holder | $1,655 | $5,517-70.0% | $9,702-82.9% | $5,124-67.7% |