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 7-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 | $49,442 | $80,717-38.7% | $154,803-68.1% | $84,808-41.7% |
| Participation rate | 86.1% | 66.8%+19.3pp | 78.1%+8.0pp | 68.3%+17.8pp |
| Annual return | 12.59% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,448 | $2,761+24.9% | $4,305-19.9% | $2,631+31.1% |
| Participant deferral / active EE | $6,415 | $3,303+94.2% | $5,540+15.8% | $4,212+52.3% |
| Admin fee / account holder | $4,684 | $6,746-30.6% | $14,329-67.3% | $7,344-36.2% |