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 | $51,490 | $60,892-15.4% | $82,389-37.5% | $84,808-39.3% |
| Participation rate | 97.9% | 63.3%+34.7pp | 69.5%+28.4pp | 68.3%+29.6pp |
| Annual return | 10.39% | 37.29%-26.9pp | 28.67%-18.3pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,693 | $1,779+51.3% | $2,517+7.0% | $2,631+2.3% |
| Participant deferral / active EE | $3,368 | $3,179+6.0% | $4,155-18.9% | $4,212-20.0% |
| Admin fee / account holder | $2,231 | $5,467-59.2% | $7,231-69.1% | $7,344-69.6% |