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 | $52,639 | $48,364+8.8% | $71,796-26.7% | $62,891-16.3% |
| Participation rate | 76.9% | 60.6%+16.3pp | 69.1%+7.8pp | 69.3%+7.6pp |
| Annual return | 2.48% | 13.16%-10.7pp | 78.04%-75.6pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,896 | $1,042+82.0% | $1,924-1.5% | $2,281-16.9% |
| Participant deferral / active EE | $6,059 | $2,091+189.7% | $2,794+116.8% | $3,203+89.2% |
| Admin fee / account holder | $666 | $3,771-82.3% | $4,815-86.2% | $4,296-84.5% |