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 | $52,604 | $78,422-32.9% | $95,952-45.2% | $79,858-34.1% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 7.01% | 19.37%-12.4pp | 91.61%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,872 | $1,945-3.8% | $2,541-26.3% | $2,471-24.2% |
| Participant deferral / active EE | $2,953 | $3,440-14.1% | $4,167-29.1% | $3,740-21.0% |
| Admin fee / account holder | $8,748 | $5,622+55.6% | $6,795+28.7% | $5,306+64.9% |