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 | $64,406 | $103,966-38.1% | $112,887-42.9% | $75,163-14.3% |
| Participation rate | 85.7% | 75.7%+10.0pp | 80.5%+5.2pp | 67.2%+18.5pp |
| Annual return | 12.93% | 24.54%-11.6pp | 34.10%-21.2pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,351 | $3,870-65.1% | $4,563-70.4% | $2,670-49.4% |
| Participant deferral / active EE | $3,438 | $5,456-37.0% | $6,513-47.2% | $4,125-16.7% |
| Admin fee / account holder | $3,933 | $7,663-48.7% | $7,047-44.2% | $5,651-30.4% |