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 | $48,602 | $74,927-35.1% | $101,794-52.3% | $84,808-42.7% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.2%+28.9pp | 68.3%+29.7pp |
| Annual return | 8.34% | 18.70%-10.4pp | 30.53%-22.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $2,833 | $1,522+86.2% | $2,289+23.8% | $2,631+7.7% |
| Participant deferral / active EE | $4,428 | $3,099+42.9% | $4,084+8.4% | $4,212+5.1% |
| Admin fee / account holder | $1,390 | $6,514-78.7% | $8,777-84.2% | $7,344-81.1% |