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 | $46,034 | $89,753-48.7% | $107,525-57.2% | $84,808-45.7% |
| Participation rate | 85.4% | 68.1%+17.3pp | 75.1%+10.3pp | 68.3%+17.1pp |
| Annual return | 8.93% | 29.48%-20.6pp | 181.32%-172.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $976 | $3,113-68.7% | $3,754-74.0% | $2,631-62.9% |
| Participant deferral / active EE | $2,913 | $4,056-28.2% | $5,116-43.1% | $4,212-30.8% |
| Admin fee / account holder | $8,129 | $7,222+12.6% | $8,919-8.9% | $7,344+10.7% |