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 | $37,435 | $39,122-4.3% | $57,179-34.5% | $62,891-40.5% |
| Participation rate | 76.9% | 70.5%+6.4pp | 75.3%+1.6pp | 69.3%+7.6pp |
| Annual return | 0.50% | 9.23%-8.7pp | 14.59%-14.1pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,004 | $1,874+6.9% | $2,682-25.3% | $2,281-12.1% |
| Participant deferral / active EE | $3,260 | $2,374+37.3% | $3,096+5.3% | $3,203+1.8% |
| Admin fee / account holder | $4,316 | $2,592+66.5% | $3,139+37.5% | $4,296+0.5% |