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 | $53,949 | $45,073+19.7% | $69,455-22.3% | $72,985-26.1% |
| Participation rate | 85.5% | 68.5%+17.0pp | 74.6%+10.9pp | 69.5%+16.0pp |
| Annual return | 5.62% | 22.65%-17.0pp | 28.97%-23.3pp | 81.00%-75.4pp |
| Employer contribution / active EE | $726 | $2,054-64.7% | $2,779-73.9% | $2,440-70.2% |
| Participant deferral / active EE | $2,484 | $2,602-4.5% | $3,535-29.7% | $3,607-31.1% |
| Admin fee / account holder | $3,859 | $3,056+26.3% | $3,839+0.5% | $5,124-24.7% |