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 | $40,497 | $91,190-55.6% | $178,490-77.3% | $79,858-49.3% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 1.27% | 24.19%-22.9pp | 151.07%-149.8pp | 31.71%-30.4pp |
| Employer contribution / active EE | $932 | $3,256-71.4% | $5,011-81.4% | $2,471-62.3% |
| Participant deferral / active EE | $3,074 | $3,236-5.0% | $5,202-40.9% | $3,740-17.8% |
| Admin fee / account holder | $1,107 | $6,751-83.6% | $13,984-92.1% | $5,306-79.1% |