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 | $52,406 | $65,365-19.8% | $92,893-43.6% | $72,985-28.2% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 13.75% | 42.10%-28.4pp | 109.41%-95.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,719 | $2,594-33.8% | $3,653-53.0% | $2,440-29.6% |
| Participant deferral / active EE | $2,344 | $3,128-25.1% | $4,236-44.7% | $3,607-35.0% |
| Admin fee / account holder | $2,512 | $4,251-40.9% | $5,794-56.6% | $5,124-51.0% |