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 | $50,984 | $24,730+106.2% | $66,042-22.8% | $84,808-39.9% |
| Participation rate | 73.2% | 68.1%+5.1pp | 67.5%+5.7pp | 68.3%+4.9pp |
| Annual return | 12.70% | 79.55%-66.8pp | 52.11%-39.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,777 | $857+107.4% | $1,579+12.5% | $2,631-32.5% |
| Participant deferral / active EE | $6,322 | $1,737+264.0% | $2,835+123.0% | $4,212+50.1% |
| Admin fee / account holder | $7,788 | $3,014+158.4% | $5,747+35.5% | $7,344+6.0% |