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 | $51,566 | $54,762-5.8% | $90,281-42.9% | $72,985-29.3% |
| Participation rate | 84.4% | 65.1%+19.2pp | 73.3%+11.1pp | 69.5%+14.9pp |
| Annual return | 7.24% | 30.63%-23.4pp | 78.10%-70.9pp | 81.00%-73.8pp |
| Employer contribution / active EE | $3,374 | $2,092+61.3% | $2,854+18.2% | $2,440+38.3% |
| Participant deferral / active EE | $2,580 | $2,887-10.6% | $3,885-33.6% | $3,607-28.5% |
| Admin fee / account holder | $2,383 | $3,972-40.0% | $5,351-55.5% | $5,124-53.5% |