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 | $48,731 | $80,717-39.6% | $154,803-68.5% | $84,808-42.5% |
| Participation rate | 71.1% | 66.8%+4.2pp | 78.1%-7.0pp | 68.3%+2.7pp |
| Annual return | 10.67% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $835 | $2,761-69.8% | $4,305-80.6% | $2,631-68.3% |
| Participant deferral / active EE | $2,393 | $3,303-27.6% | $5,540-56.8% | $4,212-43.2% |
| Admin fee / account holder | $374 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |