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 | $52,917 | $123,793-57.3% | $177,821-70.2% | $79,858-33.7% |
| Participation rate | 78.9% | 84.7%-5.7pp | 87.7%-8.8pp | 69.6%+9.3pp |
| Annual return | 2.29% | 22.82%-20.5pp | 48.32%-46.0pp | 31.71%-29.4pp |
| Employer contribution / active EE | $3,263 | $4,095-20.3% | $5,918-44.9% | $2,471+32.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,543 | $7,243-51.1% | $12,427-71.5% | $5,306-33.2% |