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 | $44,902 | $72,012-37.6% | $185,823-75.8% | $79,858-43.8% |
| Participation rate | 97.1% | 65.8%+31.4pp | 78.0%+19.1pp | 69.6%+27.5pp |
| Annual return | 5.52% | 23.12%-17.6pp | 35.95%-30.4pp | 31.71%-26.2pp |
| Employer contribution / active EE | $793 | $1,965-59.6% | $4,087-80.6% | $2,471-67.9% |
| Participant deferral / active EE | $1,390 | $3,779-63.2% | $5,632-75.3% | $3,740-62.8% |
| Admin fee / account holder | $3,282 | $4,513-27.3% | $9,500-65.4% | $5,306-38.1% |