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 | $43,605 | $125,758-65.3% | $169,993-74.3% | $75,163-42.0% |
| Participation rate | 73.9% | 83.6%-9.7pp | 87.0%-13.1pp | 67.2%+6.7pp |
| Annual return | 13.51% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,839 | $4,615-60.1% | $6,785-72.9% | $2,670-31.1% |
| Participant deferral / active EE | $3,455 | $6,837-49.5% | $10,408-66.8% | $4,125-16.2% |
| Admin fee / account holder | $4,732 | $8,173-42.1% | $12,815-63.1% | $5,651-16.3% |