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 | $55,098 | $87,013-36.7% | $106,213-48.1% | $80,856-31.9% |
| Participation rate | 71.2% | 70.4%+0.7pp | 75.3%-4.1pp | 67.6%+3.5pp |
| Annual return | 9.28% | 17.05%-7.8pp | 116.14%-106.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,367 | $2,395-1.2% | $3,171-25.4% | $2,755-14.1% |
| Participant deferral / active EE | $6,228 | $3,986+56.3% | $5,016+24.2% | $4,296+45.0% |
| Admin fee / account holder | $3,051 | $8,431-63.8% | $11,033-72.3% | $6,918-55.9% |