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 9-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 | $52,988 | $81,248-34.8% | $155,509-65.9% | $80,856-34.5% |
| Participation rate | 83.1% | 66.2%+16.8pp | 78.2%+4.9pp | 67.6%+15.4pp |
| Annual return | 10.07% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,882 | $3,100-39.3% | $4,672-59.7% | $2,755-31.7% |
| Participant deferral / active EE | $3,473 | $3,452+0.6% | $5,626-38.3% | $4,296-19.2% |
| Admin fee / account holder | $8,974 | $7,997+12.2% | $15,912-43.6% | $6,918+29.7% |