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 | $50,000 | $83,477-40.1% | $125,175-60.1% | $72,985-31.5% |
| Participation rate | 76.2% | 73.3%+2.9pp | 79.8%-3.6pp | 69.5%+6.7pp |
| Annual return | 2.38% | 25.78%-23.4pp | 43.79%-41.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $1,974 | $2,345-15.8% | $3,865-48.9% | $2,440-19.1% |
| Participant deferral / active EE | $4,471 | $3,585+24.7% | $4,937-9.4% | $3,607+23.9% |
| Admin fee / account holder | $5,480 | $5,517-0.7% | $9,702-43.5% | $5,124+6.9% |