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 | $55,135 | $148,978-63.0% | $200,582-72.5% | $84,808-35.0% |
| Participation rate | 82.1% | 84.2%-2.1pp | 86.9%-4.7pp | 68.3%+13.8pp |
| Annual return | 12.77% | 28.16%-15.4pp | 42.33%-29.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,775 | $4,815-63.1% | $6,419-72.4% | $2,631-32.5% |
| Participant deferral / active EE | $3,778 | $7,142-47.1% | $9,331-59.5% | $4,212-10.3% |
| Admin fee / account holder | $41,669 | $13,977+198.1% | $16,305+155.6% | $7,344+467.4% |