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 | $61,527 | $138,347-55.5% | $184,203-66.6% | $80,856-23.9% |
| Participation rate | 74.1% | 83.9%-9.8pp | 86.8%-12.7pp | 67.6%+6.4pp |
| Annual return | 6.87% | 20.02%-13.1pp | 28.81%-21.9pp | 35.59%-28.7pp |
| Employer contribution / active EE | $3,365 | $4,850-30.6% | $6,427-47.6% | $2,755+22.2% |
| Participant deferral / active EE | $3,936 | $7,071-44.3% | $9,131-56.9% | $4,296-8.4% |
| Admin fee / account holder | $2,806 | $10,483-73.2% | $13,901-79.8% | $6,918-59.4% |