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 | $45,156 | $138,347-67.4% | $184,203-75.5% | $80,856-44.2% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 9.13% | 20.02%-10.9pp | 28.81%-19.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,720 | $4,850-64.5% | $6,427-73.2% | $2,755-37.6% |
| Participant deferral / active EE | $3,665 | $7,071-48.2% | $9,131-59.9% | $4,296-14.7% |
| Admin fee / account holder | $3,337 | $10,483-68.2% | $13,901-76.0% | $6,918-51.8% |