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 | $39,214 | $49,227-20.3% | $70,449-44.3% | $79,858-50.9% |
| Participation rate | 89.1% | 69.2%+20.0pp | 75.1%+14.1pp | 69.6%+19.5pp |
| Annual return | 1.48% | 30.06%-28.6pp | 109.03%-107.6pp | 31.71%-30.2pp |
| Employer contribution / active EE | $1,432 | $2,099-31.8% | $2,737-47.7% | $2,471-42.0% |
| Participant deferral / active EE | $3,968 | $2,768+43.4% | $3,709+7.0% | $3,740+6.1% |
| Admin fee / account holder | $2,635 | $2,878-8.4% | $3,845-31.5% | $5,306-50.3% |