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 | $58,132 | $78,926-26.3% | $136,749-57.5% | $84,808-31.5% |
| Participation rate | 84.6% | 62.2%+22.4pp | 72.1%+12.5pp | 68.3%+16.3pp |
| Annual return | 8.01% | 18.17%-10.2pp | 24.33%-16.3pp | 40.90%-32.9pp |
| Employer contribution / active EE | $1,540 | $2,134-27.8% | $3,400-54.7% | $2,631-41.5% |
| Participant deferral / active EE | $1,900 | $3,168-40.0% | $4,692-59.5% | $4,212-54.9% |
| Admin fee / account holder | $2,266 | $6,369-64.4% | $11,386-80.1% | $7,344-69.1% |