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 | $38,737 | $54,762-29.3% | $90,281-57.1% | $72,985-46.9% |
| Participation rate | 93.5% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 12.31% | 30.63%-18.3pp | 78.10%-65.8pp | 81.00%-68.7pp |
| Employer contribution / active EE | $3,146 | $2,092+50.3% | $2,854+10.2% | $2,440+28.9% |
| Participant deferral / active EE | $2,127 | $2,887-26.3% | $3,885-45.3% | $3,607-41.0% |
| Admin fee / account holder | $726 | $3,972-81.7% | $5,351-86.4% | $5,124-85.8% |