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 8-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 | $53,379 | $93,571-43.0% | $135,903-60.7% | $75,163-29.0% |
| Participation rate | 71.8% | 75.2%-3.4pp | 81.9%-10.1pp | 67.2%+4.6pp |
| Annual return | 14.15% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,340 | $3,537-5.6% | $4,856-31.2% | $2,670+25.1% |
| Participant deferral / active EE | $6,398 | $6,404-0.1% | $7,758-17.5% | $4,125+55.1% |
| Admin fee / account holder | $6,582 | $6,975-5.6% | $10,762-38.8% | $5,651+16.5% |