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 | $52,286 | $58,828-11.1% | $77,999-33.0% | $62,891-16.9% |
| Participation rate | 73.0% | 71.1%+1.9pp | 75.5%-2.5pp | 69.3%+3.7pp |
| Annual return | 3.47% | 17.16%-13.7pp | 425.96%-422.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,140 | $1,672-31.8% | $2,470-53.8% | $2,281-50.0% |
| Participant deferral / active EE | $2,996 | $2,686+11.6% | $3,497-14.3% | $3,203-6.4% |
| Admin fee / account holder | $417 | $4,393-90.5% | $5,480-92.4% | $4,296-90.3% |