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 | $56,016 | $86,929-35.6% | $102,423-45.3% | $80,856-30.7% |
| Participation rate | 85.9% | 72.4%+13.5pp | 76.5%+9.4pp | 67.6%+18.2pp |
| Annual return | 8.98% | 18.88%-9.9pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,208 | $2,369-49.0% | $3,023-60.1% | $2,755-56.2% |
| Participant deferral / active EE | $3,805 | $4,118-7.6% | $5,053-24.7% | $4,296-11.4% |
| Admin fee / account holder | $3,672 | $8,049-54.4% | $9,451-61.1% | $6,918-46.9% |