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 | $39,467 | $101,724-61.2% | $164,813-76.1% | $80,856-51.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.58% | 16.72%-7.1pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,790 | $2,953-5.5% | $4,341-35.7% | $2,755+1.3% |
| Participant deferral / active EE | $5,527 | $4,477+23.4% | $6,031-8.4% | $4,296+28.7% |
| Admin fee / account holder | $2,534 | $8,227-69.2% | $12,690-80.0% | $6,918-63.4% |