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 8-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 | $47,616 | $89,753-46.9% | $107,525-55.7% | $84,808-43.9% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 9.27% | 29.48%-20.2pp | 181.32%-172.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,242 | $3,113-60.1% | $3,754-66.9% | $2,631-52.8% |
| Participant deferral / active EE | $4,115 | $4,056+1.5% | $5,116-19.6% | $4,212-2.3% |
| Admin fee / account holder | $4,166 | $7,222-42.3% | $8,919-53.3% | $7,344-43.3% |