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 4-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 | $49,872 | $81,460-38.8% | $103,333-51.7% | $80,856-38.3% |
| Participation rate | 86.8% | 66.8%+19.9pp | 74.5%+12.3pp | 67.6%+19.2pp |
| Annual return | 10.00% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,393 | $3,105-22.9% | $3,868-38.1% | $2,755-13.1% |
| Participant deferral / active EE | $4,275 | $3,869+10.5% | $5,057-15.5% | $4,296-0.5% |
| Admin fee / account holder | $6,050 | $6,566-7.9% | $8,355-27.6% | $6,918-12.5% |