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 | $51,341 | $94,625-45.7% | $116,228-55.8% | $84,808-39.5% |
| Participation rate | 96.8% | 70.4%+26.3pp | 74.6%+22.2pp | 68.3%+28.5pp |
| Annual return | 9.03% | 20.40%-11.4pp | 90.06%-81.0pp | 40.90%-31.9pp |
| Employer contribution / active EE | $2,819 | $2,347+20.1% | $2,994-5.9% | $2,631+7.1% |
| Participant deferral / active EE | $4,418 | $3,972+11.2% | $4,953-10.8% | $4,212+4.9% |
| Admin fee / account holder | $14,562 | $10,091+44.3% | $11,989+21.5% | $7,344+98.3% |