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 | $58,199 | $93,571-37.8% | $135,903-57.2% | $75,163-22.6% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 11.36% | 30.90%-19.5pp | 68.23%-56.9pp | 160.62%-149.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,382 | $6,404-31.6% | $7,758-43.5% | $4,125+6.2% |
| Admin fee / account holder | $2,575 | $6,975-63.1% | $10,762-76.1% | $5,651-54.4% |