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 | $31,110 | $80,717-61.5% | $154,803-79.9% | $84,808-63.3% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 11.59% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,319 | $2,761-16.0% | $4,305-46.1% | $2,631-11.9% |
| Participant deferral / active EE | $3,202 | $3,303-3.1% | $5,540-42.2% | $4,212-24.0% |
| Admin fee / account holder | $7,043 | $6,746+4.4% | $14,329-50.8% | $7,344-4.1% |