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 | $48,016 | $81,460-41.1% | $103,333-53.5% | $80,856-40.6% |
| Participation rate | 70.8% | 66.8%+4.0pp | 74.5%-3.7pp | 67.6%+3.2pp |
| Annual return | 10.07% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,686 | $3,105-45.7% | $3,868-56.4% | $2,755-38.8% |
| Participant deferral / active EE | $3,215 | $3,869-16.9% | $5,057-36.4% | $4,296-25.2% |
| Admin fee / account holder | $3,659 | $6,566-44.3% | $8,355-56.2% | $6,918-47.1% |