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 | $48,250 | $114,381-57.8% | $107,525-55.1% | $142,382-66.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 8.82% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,595 | $4,015-35.4% | $3,754-30.9% | $4,299-39.6% |
| Participant deferral / active EE | $9,003 | $5,564+61.8% | $5,116+76.0% | $6,507+38.4% |
| Admin fee / account holder | $8,622 | $9,860-12.6% | $8,919-3.3% | $12,624-31.7% |