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 | $62,407 | $73,933-15.6% | $96,683-35.5% | $75,163-17.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 11.17% | 26.70%-15.5pp | 35.69%-24.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,235 | $2,928-57.8% | $3,737-67.0% | $2,670-53.7% |
| Participant deferral / active EE | $3,675 | $3,659+0.5% | $4,878-24.7% | $4,125-10.9% |
| Admin fee / account holder | $11,638 | $5,216+123.1% | $6,730+72.9% | $5,651+106.0% |