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 | $58,517 | $91,190-35.8% | $178,490-67.2% | $79,858-26.7% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 5.26% | 24.19%-18.9pp | 151.07%-145.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,493 | $3,256-23.4% | $5,011-50.2% | $2,471+0.9% |
| Participant deferral / active EE | $2,010 | $3,236-37.9% | $5,202-61.4% | $3,740-46.3% |
| Admin fee / account holder | $1,487 | $6,751-78.0% | $13,984-89.4% | $5,306-72.0% |