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 | $52,276 | $80,968-35.4% | $96,544-45.9% | $75,163-30.5% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 2.07% | 27.06%-25.0pp | 25.84%-23.8pp | 160.62%-158.6pp |
| Employer contribution / active EE | $2,259 | $2,282-1.0% | $2,965-23.8% | $2,670-15.4% |
| Participant deferral / active EE | $4,939 | $3,928+25.7% | $4,851+1.8% | $4,125+19.7% |
| Admin fee / account holder | $3,185 | $6,724-52.6% | $8,252-61.4% | $5,651-43.6% |