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 | $42,161 | $176,056-76.1% | $159,436-73.6% | $167,490-74.8% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 1.78% | 331.75%-330.0pp | 263.57%-261.8pp | 478.56%-476.8pp |
| Employer contribution / active EE | $2,089 | $5,297-60.6% | $4,829-56.7% | $4,837-56.8% |
| Participant deferral / active EE | $2,652 | $7,750-65.8% | $7,352-63.9% | $6,341-58.2% |
| Admin fee / account holder | $2,145 | $12,554-82.9% | $10,799-80.1% | $12,309-82.6% |