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 | $49,948 | $72,277-30.9% | $101,248-50.7% | $79,858-37.5% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 10.49% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,892 | $2,692+7.5% | $3,660-21.0% | $2,471+17.1% |
| Participant deferral / active EE | $2,241 | $3,282-31.7% | $4,370-48.7% | $3,740-40.1% |
| Admin fee / account holder | $5,295 | $4,400+20.3% | $5,945-10.9% | $5,306-0.2% |