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 | $40,553 | $185,822-78.2% | $169,993-76.1% | $139,434-70.9% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 4.32% | 60.50%-56.2pp | 53.37%-49.0pp | 372.94%-368.6pp |
| Employer contribution / active EE | $2,909 | $7,590-61.7% | $6,785-57.1% | $4,751-38.8% |
| Participant deferral / active EE | $3,525 | $11,622-69.7% | $10,408-66.1% | $6,710-47.5% |
| Admin fee / account holder | $4,504 | $15,381-70.7% | $12,815-64.9% | $11,403-60.5% |