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 | $52,913 | $86,929-39.1% | $102,423-48.3% | $80,856-34.6% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.3pp |
| Annual return | 9.37% | 18.88%-9.5pp | 29.32%-20.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,032 | $2,369-56.5% | $3,023-65.9% | $2,755-62.5% |
| Participant deferral / active EE | $4,328 | $4,118+5.1% | $5,053-14.4% | $4,296+0.7% |
| Admin fee / account holder | $9,518 | $8,049+18.2% | $9,451+0.7% | $6,918+37.6% |