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 | $46,748 | $65,041-28.1% | $90,951-48.6% | $79,858-41.5% |
| Participation rate | 70.6% | 61.6%+9.0pp | 69.0%+1.6pp | 69.6%+1.0pp |
| Annual return | 8.85% | 30.45%-21.6pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $303 | $1,247-75.7% | $2,122-85.7% | $2,471-87.7% |
| Participant deferral / active EE | $2,458 | $2,512-2.1% | $3,373-27.1% | $3,740-34.3% |
| Admin fee / account holder | $2,778 | $4,536-38.7% | $5,959-53.4% | $5,306-47.6% |