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 | $49,368 | $81,460-39.4% | $103,333-52.2% | $80,856-38.9% |
| Participation rate | 79.6% | 66.8%+12.8pp | 74.5%+5.1pp | 67.6%+12.0pp |
| Annual return | 9.75% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,118 | $3,105+0.4% | $3,868-19.4% | $2,755+13.2% |
| Participant deferral / active EE | $2,829 | $3,869-26.9% | $5,057-44.1% | $4,296-34.1% |
| Admin fee / account holder | $2,868 | $6,566-56.3% | $8,355-65.7% | $6,918-58.5% |