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 | $56,558 | $91,552-38.2% | $133,956-57.8% | $79,858-29.2% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 6.03% | 61.85%-55.8pp | 45.09%-39.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $2,551 | $2,384+7.0% | $3,919-34.9% | $2,471+3.2% |
| Participant deferral / active EE | $3,968 | $3,733+6.3% | $5,048-21.4% | $3,740+6.1% |
| Admin fee / account holder | $1,146 | $6,321-81.9% | $8,927-87.2% | $5,306-78.4% |