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 | $46,798 | $183,519-74.5% | $155,509-69.9% | $145,922-67.9% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 8.06% | 61.17%-53.1pp | 64.67%-56.6pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,121 | $5,313-78.9% | $4,672-76.0% | $4,660-75.9% |
| Participant deferral / active EE | $2,021 | $6,462-68.7% | $5,626-64.1% | $6,688-69.8% |
| Admin fee / account holder | $1,521 | $19,313-92.1% | $15,912-90.4% | $13,397-88.6% |