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 | $55,841 | $72,492-23.0% | $87,100-35.9% | $72,985-23.5% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.3pp | 69.5%+5.1pp |
| Annual return | 11.51% | 24.46%-13.0pp | 28.19%-16.7pp | 81.00%-69.5pp |
| Employer contribution / active EE | $859 | $1,894-54.6% | $2,521-65.9% | $2,440-64.8% |
| Participant deferral / active EE | $2,259 | $3,270-30.9% | $4,049-44.2% | $3,607-37.4% |
| Admin fee / account holder | $4,239 | $5,055-16.1% | $7,497-43.5% | $5,124-17.3% |