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 | $49,361 | $109,413-54.9% | $156,263-68.4% | $84,808-41.8% |
| Participation rate | 71.0% | 72.7%-1.7pp | 78.9%-7.9pp | 68.3%+2.7pp |
| Annual return | 2.34% | 20.18%-17.8pp | 59.47%-57.1pp | 40.90%-38.6pp |
| Employer contribution / active EE | $2,454 | $2,907-15.6% | $4,333-43.4% | $2,631-6.7% |
| Participant deferral / active EE | $5,982 | $4,590+30.3% | $6,158-2.9% | $4,212+42.0% |
| Admin fee / account holder | $7,398 | $9,357-20.9% | $14,255-48.1% | $7,344+0.7% |