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 | $50,049 | $95,803-47.8% | $113,168-55.8% | $84,808-41.0% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 10.80% | 25.00%-14.2pp | 24.27%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,903 | $2,360-19.3% | $2,975-36.0% | $2,631-27.7% |
| Participant deferral / active EE | $3,153 | $4,242-25.7% | $5,107-38.3% | $4,212-25.1% |
| Admin fee / account holder | $6,602 | $8,989-26.6% | $12,068-45.3% | $7,344-10.1% |