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 | $51,022 | $49,227+3.6% | $70,449-27.6% | $79,858-36.1% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 69.6%+24.8pp |
| Annual return | 5.23% | 30.06%-24.8pp | 109.03%-103.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,255 | $2,099+7.4% | $2,737-17.6% | $2,471-8.7% |
| Participant deferral / active EE | $2,648 | $2,768-4.3% | $3,709-28.6% | $3,740-29.2% |
| Admin fee / account holder | $697 | $2,878-75.8% | $3,845-81.9% | $5,306-86.9% |