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 | $50,023 | $93,170-46.3% | $100,534-50.2% | $84,808-41.0% |
| Participation rate | 82.1% | 75.8%+6.2pp | 80.6%+1.4pp | 68.3%+13.7pp |
| Annual return | 12.74% | 47.13%-34.4pp | 32.66%-19.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,650 | $3,985-33.5% | $4,346-39.0% | $2,631+0.7% |
| Participant deferral / active EE | $2,073 | $5,699-63.6% | $6,144-66.3% | $4,212-50.8% |
| Admin fee / account holder | $5,581 | $7,382-24.4% | $7,654-27.1% | $7,344-24.0% |