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 8-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 | $52,181 | $80,673-35.3% | $101,326-48.5% | $84,808-38.5% |
| Participation rate | 98.4% | 77.8%+20.6pp | 81.5%+16.9pp | 68.3%+30.0pp |
| Annual return | 13.00% | 38.95%-26.0pp | 36.82%-23.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,879 | $2,698+6.7% | $3,665-21.5% | $2,631+9.4% |
| Participant deferral / active EE | $4,305 | $6,840-37.1% | $7,994-46.2% | $4,212+2.2% |
| Admin fee / account holder | $8,694 | $12,784-32.0% | $11,185-22.3% | $7,344+18.4% |