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 | $44,378 | $60,349-26.5% | $74,183-40.2% | $62,891-29.4% |
| Participation rate | 80.6% | 72.7%+7.9pp | 76.6%+4.0pp | 69.3%+11.3pp |
| Annual return | 4.09% | 21.37%-17.3pp | 17.74%-13.6pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,131 | $1,680-32.7% | $2,370-52.3% | $2,281-50.4% |
| Participant deferral / active EE | $3,679 | $2,856+28.8% | $3,550+3.6% | $3,203+14.9% |
| Admin fee / account holder | $740 | $4,261-82.6% | $5,586-86.7% | $4,296-82.8% |