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 | $41,505 | $80,717-48.6% | $154,803-73.2% | $84,808-51.1% |
| Participation rate | 72.1% | 66.8%+5.3pp | 78.1%-6.0pp | 68.3%+3.8pp |
| Annual return | 10.55% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,691 | $2,761-2.6% | $4,305-37.5% | $2,631+2.3% |
| Participant deferral / active EE | $1,241 | $3,303-62.4% | $5,540-77.6% | $4,212-70.5% |
| Admin fee / account holder | $4,450 | $6,746-34.0% | $14,329-68.9% | $7,344-39.4% |