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 | $40,055 | $73,933-45.8% | $96,683-58.6% | $75,163-46.7% |
| Participation rate | 72.4% | 66.4%+5.9pp | 74.3%-2.0pp | 67.2%+5.2pp |
| Annual return | 11.47% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $951 | $2,928-67.5% | $3,737-74.5% | $2,670-64.4% |
| Participant deferral / active EE | $3,754 | $3,659+2.6% | $4,878-23.0% | $4,125-9.0% |
| Admin fee / account holder | $10,799 | $5,216+107.0% | $6,730+60.5% | $5,651+91.1% |