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 5-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 | $66,644 | $80,717-17.4% | $154,803-56.9% | $84,808-21.4% |
| Participation rate | 71.7% | 66.8%+4.9pp | 78.1%-6.4pp | 68.3%+3.4pp |
| Annual return | 11.72% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $922 | $2,761-66.6% | $4,305-78.6% | $2,631-64.9% |
| Participant deferral / active EE | $3,331 | $3,303+0.8% | $5,540-39.9% | $4,212-20.9% |
| Admin fee / account holder | $11,047 | $6,746+63.8% | $14,329-22.9% | $7,344+50.4% |