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 | $52,075 | $58,523-11.0% | $99,443-47.6% | $72,985-28.6% |
| Participation rate | 83.0% | 64.6%+18.4pp | 73.8%+9.1pp | 69.5%+13.5pp |
| Annual return | 16.15% | 28.51%-12.4pp | 30.72%-14.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,413 | $2,606-7.4% | $3,619-33.3% | $3,607-33.1% |
| Admin fee / account holder | $2,826 | $4,102-31.1% | $6,250-54.8% | $5,124-44.8% |