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 | $59,135 | $93,571-36.8% | $135,903-56.5% | $75,163-21.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 13.24% | 30.90%-17.7pp | 68.23%-55.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,566 | $3,537+0.8% | $4,856-26.6% | $2,670+33.6% |
| Participant deferral / active EE | $3,729 | $6,404-41.8% | $7,758-51.9% | $4,125-9.6% |
| Admin fee / account holder | $3,025 | $6,975-56.6% | $10,762-71.9% | $5,651-46.5% |