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 | $50,862 | $58,512-13.1% | $84,015-39.5% | $72,985-30.3% |
| Participation rate | 92.9% | 61.2%+31.6pp | 69.0%+23.8pp | 69.5%+23.4pp |
| Annual return | 6.25% | 28.93%-22.7pp | 71.31%-65.1pp | 81.00%-74.8pp |
| Employer contribution / active EE | $2,966 | $1,163+155.1% | $1,983+49.6% | $2,440+21.6% |
| Participant deferral / active EE | $6,091 | $2,394+154.5% | $3,239+88.1% | $3,607+68.8% |
| Admin fee / account holder | $3,676 | $4,569-19.5% | $6,101-39.7% | $5,124-28.3% |