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 | $47,642 | $109,359-56.4% | $162,163-70.6% | $72,985-34.7% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 14.40% | 25.46%-11.1pp | 115.59%-101.2pp | 81.00%-66.6pp |
| Employer contribution / active EE | $1,217 | $3,907-68.9% | $5,614-78.3% | $2,440-50.1% |
| Participant deferral / active EE | $2,811 | $5,481-48.7% | $7,298-61.5% | $3,607-22.1% |
| Admin fee / account holder | $1,131 | $7,972-85.8% | $10,843-89.6% | $5,124-77.9% |