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 | $56,503 | $144,119-60.8% | $117,854-52.1% | $147,584-61.7% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 3.79% | 531.15%-527.4pp | 335.08%-331.3pp | 578.55%-574.8pp |
| Employer contribution / active EE | $1,090 | $4,896-77.7% | $3,786-71.2% | $4,876-77.6% |
| Participant deferral / active EE | $3,281 | $5,316-38.3% | $4,482-26.8% | $5,439-39.7% |
| Admin fee / account holder | $1,723 | $10,886-84.2% | $8,020-78.5% | $10,885-84.2% |