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 | $36,526 | $37,426-2.4% | $77,482-52.9% | $79,858-54.3% |
| Participation rate | 70.4% | 41.5%+28.9pp | 54.2%+16.2pp | 69.6%+0.7pp |
| Annual return | 9.93% | 39.70%-29.8pp | 54.79%-44.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $452 | $637-29.0% | $986-54.2% | $2,471-81.7% |
| Participant deferral / active EE | $1,532 | $1,260+21.6% | $1,861-17.7% | $3,740-59.0% |
| Admin fee / account holder | $1,482 | $2,504-40.8% | $2,858-48.1% | $5,306-72.1% |