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 | $52,890 | $80,717-34.5% | $154,803-65.8% | $84,808-37.6% |
| Participation rate | 90.4% | 66.8%+23.6pp | 78.1%+12.3pp | 68.3%+22.1pp |
| Annual return | 12.70% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,708 | $2,761-1.9% | $4,305-37.1% | $2,631+2.9% |
| Participant deferral / active EE | $4,148 | $3,303+25.6% | $5,540-25.1% | $4,212-1.5% |
| Admin fee / account holder | $29,976 | $6,746+344.4% | $14,329+109.2% | $7,344+308.2% |