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 | $57,648 | $73,933-22.0% | $96,683-40.4% | $75,163-23.3% |
| Participation rate | 92.1% | 66.4%+25.7pp | 74.3%+17.8pp | 67.2%+24.9pp |
| Annual return | 5.97% | 26.70%-20.7pp | 35.69%-29.7pp | 160.62%-154.7pp |
| Employer contribution / active EE | $1,036 | $2,928-64.6% | $3,737-72.3% | $2,670-61.2% |
| Participant deferral / active EE | $3,928 | $3,659+7.4% | $4,878-19.5% | $4,125-4.8% |
| Admin fee / account holder | $18,748 | $5,216+259.4% | $6,730+178.6% | $5,651+231.8% |