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 | $57,084 | $80,717-29.3% | $154,803-63.1% | $84,808-32.7% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 11.98% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,101 | $2,761-60.1% | $4,305-74.4% | $2,631-58.1% |
| Participant deferral / active EE | $3,398 | $3,303+2.9% | $5,540-38.7% | $4,212-19.3% |
| Admin fee / account holder | $4,690 | $6,746-30.5% | $14,329-67.3% | $7,344-36.1% |