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 3-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 | $52,402 | $80,717-35.1% | $154,803-66.1% | $84,808-38.2% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 10.23% | 37.96%-27.7pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,380 | $2,761+22.4% | $4,305-21.5% | $2,631+28.5% |
| Participant deferral / active EE | $7,769 | $3,303+135.2% | $5,540+40.2% | $4,212+84.5% |
| Admin fee / account holder | $70,254 | $6,746+941.5% | $14,329+390.3% | $7,344+856.7% |