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 | $58,537 | $109,881-46.7% | $150,045-61.0% | $84,808-31.0% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 12.78% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,353 | $3,561-5.8% | $4,693-28.6% | $2,631+27.5% |
| Participant deferral / active EE | $3,553 | $6,636-46.5% | $7,997-55.6% | $4,212-15.6% |
| Admin fee / account holder | $7,065 | $8,568-17.5% | $13,435-47.4% | $7,344-3.8% |