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 | $23,534 | $58,523-59.8% | $99,443-76.3% | $72,985-67.8% |
| Participation rate | 88.5% | 64.6%+23.8pp | 73.8%+14.6pp | 69.5%+19.0pp |
| Annual return | 11.72% | 28.51%-16.8pp | 30.72%-19.0pp | 81.00%-69.3pp |
| Employer contribution / active EE | $1,387 | $1,512-8.2% | $2,540-45.4% | $2,440-43.1% |
| Participant deferral / active EE | $1,955 | $2,606-25.0% | $3,619-46.0% | $3,607-45.8% |
| Admin fee / account holder | $5,020 | $4,102+22.4% | $6,250-19.7% | $5,124-2.0% |