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 | $58,318 | $95,803-39.1% | $113,168-48.5% | $84,808-31.2% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 10.80% | 25.00%-14.2pp | 24.27%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,255 | $2,360-46.8% | $2,975-57.8% | $2,631-52.3% |
| Participant deferral / active EE | $2,690 | $4,242-36.6% | $5,107-47.3% | $4,212-36.1% |
| Admin fee / account holder | $6,489 | $8,989-27.8% | $12,068-46.2% | $7,344-11.6% |