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 | $48,687 | $80,968-39.9% | $96,544-49.6% | $75,163-35.2% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 10.71% | 27.06%-16.3pp | 25.84%-15.1pp | 160.62%-149.9pp |
| Employer contribution / active EE | $2,074 | $2,282-9.1% | $2,965-30.0% | $2,670-22.3% |
| Participant deferral / active EE | $3,549 | $3,928-9.7% | $4,851-26.8% | $4,125-14.0% |
| Admin fee / account holder | $6,241 | $6,724-7.2% | $8,252-24.4% | $5,651+10.4% |