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 | $50,417 | $72,277-30.2% | $101,248-50.2% | $79,858-36.9% |
| Participation rate | 80.4% | 68.5%+12.0pp | 75.8%+4.6pp | 69.6%+10.8pp |
| Annual return | 3.71% | 22.30%-18.6pp | 46.47%-42.8pp | 31.71%-28.0pp |
| Employer contribution / active EE | $686 | $2,692-74.5% | $3,660-81.2% | $2,471-72.2% |
| Participant deferral / active EE | $3,639 | $3,282+10.9% | $4,370-16.7% | $3,740-2.7% |
| Admin fee / account holder | $2,339 | $4,400-46.9% | $5,945-60.7% | $5,306-55.9% |