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 | $42,379 | $98,463-57.0% | $119,258-64.5% | $85,850-50.6% |
| Participation rate | 92.7% | 77.6%+15.1pp | 82.7%+10.0pp | 69.3%+23.4pp |
| Annual return | 2.99% | 38.53%-35.5pp | 30.69%-27.7pp | 318.53%-315.5pp |
| Employer contribution / active EE | $1,573 | $3,698-57.5% | $4,384-64.1% | $2,565-38.7% |
| Participant deferral / active EE | $2,627 | $4,942-46.8% | $6,111-57.0% | $3,952-33.5% |
| Admin fee / account holder | $2,149 | $7,493-71.3% | $7,226-70.3% | $6,260-65.7% |