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 | $54,268 | $73,933-26.6% | $96,683-43.9% | $75,163-27.8% |
| Participation rate | 89.3% | 66.4%+22.9pp | 74.3%+14.9pp | 67.2%+22.1pp |
| Annual return | 12.18% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,375 | $2,928+15.3% | $3,737-9.7% | $2,670+26.4% |
| Participant deferral / active EE | $5,769 | $3,659+57.7% | $4,878+18.3% | $4,125+39.9% |
| Admin fee / account holder | $1,331 | $5,216-74.5% | $6,730-80.2% | $5,651-76.4% |