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 | $40,138 | $177,572-77.4% | $154,803-74.1% | $142,382-71.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 9.58% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,614 | $4,810-45.7% | $4,305-39.3% | $4,299-39.2% |
| Participant deferral / active EE | $4,534 | $6,272-27.7% | $5,540-18.2% | $6,507-30.3% |
| Admin fee / account holder | $6,027 | $16,786-64.1% | $14,329-57.9% | $12,624-52.3% |