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 | $62,371 | $80,717-22.7% | $154,803-59.7% | $84,808-26.5% |
| Participation rate | 84.2% | 66.8%+17.4pp | 78.1%+6.1pp | 68.3%+15.9pp |
| Annual return | 11.91% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,526 | $2,761-44.8% | $4,305-64.6% | $2,631-42.0% |
| Participant deferral / active EE | $2,867 | $3,303-13.2% | $5,540-48.2% | $4,212-31.9% |
| Admin fee / account holder | $4,474 | $6,746-33.7% | $14,329-68.8% | $7,344-39.1% |