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 | $44,992 | $95,803-53.0% | $113,168-60.2% | $84,808-46.9% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 10.96% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,175 | $2,360-7.8% | $2,975-26.9% | $2,631-17.3% |
| Participant deferral / active EE | $2,508 | $4,242-40.9% | $5,107-50.9% | $4,212-40.5% |
| Admin fee / account holder | $4,427 | $8,989-50.8% | $12,068-63.3% | $7,344-39.7% |