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 | $55,334 | $124,319-55.5% | $111,297-50.3% | $167,490-67.0% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 8.34% | 37.44%-29.1pp | 54.65%-46.3pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,207 | $3,435-64.9% | $2,731-55.8% | $4,837-75.0% |
| Participant deferral / active EE | $4,645 | $5,180-10.3% | $4,487+3.5% | $6,341-26.7% |
| Admin fee / account holder | $1,022 | $10,618-90.4% | $7,964-87.2% | $12,309-91.7% |