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 | $49,691 | $78,926-37.0% | $136,749-63.7% | $84,808-41.4% |
| Participation rate | 89.3% | 62.2%+27.1pp | 72.1%+17.1pp | 68.3%+21.0pp |
| Annual return | 11.04% | 18.17%-7.1pp | 24.33%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,911 | $2,134-10.4% | $3,400-43.8% | $2,631-27.4% |
| Participant deferral / active EE | $2,704 | $3,168-14.7% | $4,692-42.4% | $4,212-35.8% |
| Admin fee / account holder | $4,455 | $6,369-30.1% | $11,386-60.9% | $7,344-39.3% |