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 5-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 | $60,256 | $125,758-52.1% | $169,993-64.6% | $75,163-19.8% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 12.89% | 27.20%-14.3pp | 53.37%-40.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,866 | $4,615-37.9% | $6,785-57.8% | $2,670+7.3% |
| Participant deferral / active EE | $7,055 | $6,837+3.2% | $10,408-32.2% | $4,125+71.0% |
| Admin fee / account holder | $4,523 | $8,173-44.7% | $12,815-64.7% | $5,651-20.0% |