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 | $57,564 | $125,758-54.2% | $169,993-66.1% | $75,163-23.4% |
| Participation rate | 95.3% | 83.6%+11.7pp | 87.0%+8.3pp | 67.2%+28.1pp |
| Annual return | 12.28% | 27.20%-14.9pp | 53.37%-41.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,128 | $4,615-53.9% | $6,785-68.6% | $2,670-20.3% |
| Participant deferral / active EE | $3,812 | $6,837-44.2% | $10,408-63.4% | $4,125-7.6% |
| Admin fee / account holder | $6,274 | $8,173-23.2% | $12,815-51.0% | $5,651+11.0% |