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 | $54,717 | $73,933-26.0% | $96,683-43.4% | $75,163-27.2% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.3%+7.3pp | 67.2%+14.4pp |
| Annual return | 11.95% | 26.70%-14.8pp | 35.69%-23.7pp | 160.62%-148.7pp |
| Employer contribution / active EE | $987 | $2,928-66.3% | $3,737-73.6% | $2,670-63.0% |
| Participant deferral / active EE | $4,139 | $3,659+13.1% | $4,878-15.2% | $4,125+0.3% |
| Admin fee / account holder | $2,822 | $5,216-45.9% | $6,730-58.1% | $5,651-50.1% |