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 | $57,640 | $109,881-47.5% | $150,045-61.6% | $84,808-32.0% |
| Participation rate | 75.6% | 76.1%-0.5pp | 82.3%-6.7pp | 68.3%+7.3pp |
| Annual return | 11.16% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,180 | $3,561-38.8% | $4,693-53.6% | $2,631-17.2% |
| Participant deferral / active EE | $5,292 | $6,636-20.3% | $7,997-33.8% | $4,212+25.6% |
| Admin fee / account holder | $11,163 | $8,568+30.3% | $13,435-16.9% | $7,344+52.0% |