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 | $58,217 | $80,717-27.9% | $154,803-62.4% | $84,808-31.4% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 12.39% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,800 | $2,761+1.4% | $4,305-35.0% | $2,631+6.4% |
| Participant deferral / active EE | $1,436 | $3,303-56.5% | $5,540-74.1% | $4,212-65.9% |
| Admin fee / account holder | $5,113 | $6,746-24.2% | $14,329-64.3% | $7,344-30.4% |