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 | $52,241 | $81,248-35.7% | $155,509-66.4% | $80,856-35.4% |
| Participation rate | 85.4% | 66.2%+19.2pp | 78.2%+7.2pp | 67.6%+17.8pp |
| Annual return | 4.79% | 33.31%-28.5pp | 64.67%-59.9pp | 35.59%-30.8pp |
| Employer contribution / active EE | $2,696 | $3,100-13.0% | $4,672-42.3% | $2,755-2.1% |
| Participant deferral / active EE | $3,570 | $3,452+3.4% | $5,626-36.5% | $4,296-16.9% |
| Admin fee / account holder | $7,064 | $7,997-11.7% | $15,912-55.6% | $6,918+2.1% |