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 | $54,493 | $95,803-43.1% | $113,168-51.8% | $84,808-35.7% |
| Participation rate | 70.7% | 72.9%-2.1pp | 76.6%-5.8pp | 68.3%+2.4pp |
| Annual return | 10.04% | 25.00%-15.0pp | 24.27%-14.2pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,703 | $2,360-27.8% | $2,975-42.7% | $2,631-35.3% |
| Participant deferral / active EE | $3,022 | $4,242-28.8% | $5,107-40.8% | $4,212-28.2% |
| Admin fee / account holder | $35,771 | $8,989+297.9% | $12,068+196.4% | $7,344+387.1% |