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 | $51,948 | $103,966-50.0% | $112,887-54.0% | $75,163-30.9% |
| Participation rate | 82.9% | 75.7%+7.2pp | 80.5%+2.4pp | 67.2%+15.7pp |
| Annual return | 4.29% | 24.54%-20.2pp | 34.10%-29.8pp | 160.62%-156.3pp |
| Employer contribution / active EE | $2,543 | $3,870-34.3% | $4,563-44.3% | $2,670-4.8% |
| Participant deferral / active EE | $2,354 | $5,456-56.8% | $6,513-63.9% | $4,125-42.9% |
| Admin fee / account holder | $15,243 | $7,663+98.9% | $7,047+116.3% | $5,651+169.7% |