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 | $54,474 | $51,708+5.3% | $106,619-48.9% | $62,891-13.4% |
| Participation rate | 98.7% | 66.9%+31.8pp | 78.0%+20.7pp | 69.3%+29.4pp |
| Annual return | -0.04% | 4.69%-4.7pp | 9.42%-9.5pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,242 | $1,764+27.1% | $3,947-43.2% | $2,281-1.7% |
| Participant deferral / active EE | $3,324 | $2,315+43.6% | $3,930-15.4% | $3,203+3.8% |
| Admin fee / account holder | $5,260 | $3,349+57.1% | $6,418-18.0% | $4,296+22.5% |