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 | $45,539 | $80,717-43.6% | $154,803-70.6% | $84,808-46.3% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.8pp | 68.3%+27.6pp |
| Annual return | 11.56% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,816 | $2,761+2.0% | $4,305-34.6% | $2,631+7.0% |
| Participant deferral / active EE | $3,786 | $3,303+14.6% | $5,540-31.7% | $4,212-10.1% |
| Admin fee / account holder | $1,099 | $6,746-83.7% | $14,329-92.3% | $7,344-85.0% |