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 | $43,619 | $80,968-46.1% | $96,544-54.8% | $75,163-42.0% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 12.66% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,820 | $2,282-20.2% | $2,965-38.6% | $2,670-31.8% |
| Participant deferral / active EE | $4,901 | $3,928+24.8% | $4,851+1.0% | $4,125+18.8% |
| Admin fee / account holder | $3,286 | $6,724-51.1% | $8,252-60.2% | $5,651-41.8% |