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 | $64,861 | $78,422-17.3% | $95,952-32.4% | $79,858-18.8% |
| Participation rate | 93.9% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 4.46% | 19.37%-14.9pp | 91.61%-87.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,653 | $1,945-15.0% | $2,541-34.9% | $2,471-33.1% |
| Participant deferral / active EE | $4,620 | $3,440+34.3% | $4,167+10.9% | $3,740+23.5% |
| Admin fee / account holder | $2,442 | $5,622-56.6% | $6,795-64.1% | $5,306-54.0% |