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 | $55,216 | $72,277-23.6% | $101,248-45.5% | $79,858-30.9% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 1.75% | 22.30%-20.6pp | 46.47%-44.7pp | 31.71%-30.0pp |
| Employer contribution / active EE | $945 | $2,692-64.9% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $3,132 | $3,282-4.6% | $4,370-28.3% | $3,740-16.3% |
| Admin fee / account holder | $2,206 | $4,400-49.9% | $5,945-62.9% | $5,306-58.4% |