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 | $59,524 | $80,968-26.5% | $96,544-38.3% | $75,163-20.8% |
| Participation rate | 74.5% | 71.8%+2.7pp | 76.0%-1.5pp | 67.2%+7.3pp |
| Annual return | 10.37% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,596 | $2,282-30.1% | $2,965-46.2% | $2,670-40.2% |
| Participant deferral / active EE | $3,429 | $3,928-12.7% | $4,851-29.3% | $4,125-16.9% |
| Admin fee / account holder | $1,568 | $6,724-76.7% | $8,252-81.0% | $5,651-72.2% |