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 | $33,627 | $114,381-70.6% | $107,525-68.7% | $142,382-76.4% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 3.20% | 242.71%-239.5pp | 181.32%-178.1pp | 217.08%-213.9pp |
| Employer contribution / active EE | $1,938 | $4,015-51.7% | $3,754-48.4% | $4,299-54.9% |
| Participant deferral / active EE | $3,879 | $5,564-30.3% | $5,116-24.2% | $6,507-40.4% |
| Admin fee / account holder | $2,034 | $9,860-79.4% | $8,919-77.2% | $12,624-83.9% |