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 | $39,586 | $95,803-58.7% | $113,168-65.0% | $84,808-53.3% |
| Participation rate | 83.8% | 72.9%+11.0pp | 76.6%+7.3pp | 68.3%+15.5pp |
| Annual return | 8.68% | 25.00%-16.3pp | 24.27%-15.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $2,266 | $2,360-4.0% | $2,975-23.8% | $2,631-13.9% |
| Participant deferral / active EE | $4,201 | $4,242-1.0% | $5,107-17.7% | $4,212-0.2% |
| Admin fee / account holder | $47,106 | $8,989+424.0% | $12,068+290.3% | $7,344+541.4% |