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 | $63,849 | $138,347-53.8% | $184,203-65.3% | $80,856-21.0% |
| Participation rate | 94.8% | 83.9%+10.9pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 11.02% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,575 | $4,850-67.5% | $6,427-75.5% | $2,755-42.8% |
| Participant deferral / active EE | $3,598 | $7,071-49.1% | $9,131-60.6% | $4,296-16.2% |
| Admin fee / account holder | $19,439 | $10,483+85.4% | $13,901+39.8% | $6,918+181.0% |