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 | $39,839 | $80,717-50.6% | $154,803-74.3% | $84,808-53.0% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 8.84% | 37.96%-29.1pp | 58.88%-50.0pp | 40.90%-32.1pp |
| Employer contribution / active EE | $904 | $2,761-67.3% | $4,305-79.0% | $2,631-65.7% |
| Participant deferral / active EE | $3,012 | $3,303-8.8% | $5,540-45.6% | $4,212-28.5% |
| Admin fee / account holder | $6,762 | $6,746+0.2% | $14,329-52.8% | $7,344-7.9% |