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 | $36,158 | $73,933-51.1% | $96,683-62.6% | $75,163-51.9% |
| Participation rate | 88.2% | 66.4%+21.8pp | 74.3%+13.9pp | 67.2%+21.0pp |
| Annual return | 12.72% | 26.70%-14.0pp | 35.69%-23.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,302 | $2,928-55.5% | $3,737-65.2% | $2,670-51.2% |
| Participant deferral / active EE | $2,946 | $3,659-19.5% | $4,878-39.6% | $4,125-28.6% |
| Admin fee / account holder | $1,107 | $5,216-78.8% | $6,730-83.6% | $5,651-80.4% |