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 | $33,995 | $94,625-64.1% | $116,228-70.8% | $84,808-59.9% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.6%+22.9pp | 68.3%+29.1pp |
| Annual return | 9.79% | 20.40%-10.6pp | 90.06%-80.3pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,149 | $2,347-51.0% | $2,994-61.6% | $2,631-56.3% |
| Participant deferral / active EE | $4,011 | $3,972+1.0% | $4,953-19.0% | $4,212-4.8% |
| Admin fee / account holder | $6,338 | $10,091-37.2% | $11,989-47.1% | $7,344-13.7% |