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 | $42,237 | $62,573-32.5% | $85,682-50.7% | $85,850-50.8% |
| Participation rate | 73.5% | 61.1%+12.3pp | 69.9%+3.6pp | 69.3%+4.2pp |
| Annual return | 10.96% | 23.77%-12.8pp | 21.49%-10.5pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,050 | $1,757-40.2% | $2,618-59.9% | $2,565-59.1% |
| Participant deferral / active EE | $3,161 | $2,802+12.8% | $3,923-19.4% | $3,952-20.0% |
| Admin fee / account holder | $16,262 | $4,640+250.5% | $6,873+136.6% | $6,260+159.8% |