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 | $53,922 | $148,534-63.7% | $135,903-60.3% | $139,434-61.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 10.05% | 79.19%-69.1pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,956 | $5,243-62.7% | $4,856-59.7% | $4,751-58.8% |
| Participant deferral / active EE | $4,576 | $8,100-43.5% | $7,758-41.0% | $6,710-31.8% |
| Admin fee / account holder | $955 | $12,400-92.3% | $10,762-91.1% | $11,403-91.6% |