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 | $38,697 | $72,492-46.6% | $87,100-55.6% | $72,985-47.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 13.52% | 24.46%-10.9pp | 28.19%-14.7pp | 81.00%-67.5pp |
| Employer contribution / active EE | $2,282 | $1,894+20.5% | $2,521-9.5% | $2,440-6.5% |
| Participant deferral / active EE | $3,017 | $3,270-7.7% | $4,049-25.5% | $3,607-16.4% |
| Admin fee / account holder | $1,140 | $5,055-77.4% | $7,497-84.8% | $5,124-77.8% |