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 | $59,860 | $87,870-31.9% | $113,168-47.1% | $74,304-19.4% |
| Participation rate | 97.4% | 70.7%+26.6pp | 76.6%+20.8pp | 60.3%+37.0pp |
| Annual return | 11.40% | 26.44%-15.0pp | 24.27%-12.9pp | 29.43%-18.0pp |
| Employer contribution / active EE | $2,122 | $2,277-6.8% | $2,975-28.7% | $2,241-5.3% |
| Participant deferral / active EE | $3,809 | $4,241-10.2% | $5,107-25.4% | $3,767+1.1% |
| Admin fee / account holder | $1,451 | $3,368-56.9% | $12,068-88.0% | $2,969-51.1% |