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 | $53,250 | $80,968-34.2% | $96,544-44.8% | $75,163-29.2% |
| Participation rate | 94.9% | 71.8%+23.1pp | 76.0%+18.9pp | 67.2%+27.7pp |
| Annual return | 11.24% | 27.06%-15.8pp | 25.84%-14.6pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,037 | $2,282-54.5% | $2,965-65.0% | $2,670-61.1% |
| Participant deferral / active EE | $3,792 | $3,928-3.5% | $4,851-21.8% | $4,125-8.1% |
| Admin fee / account holder | $1,222 | $6,724-81.8% | $8,252-85.2% | $5,651-78.4% |