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 | $55,364 | $78,926-29.9% | $136,749-59.5% | $84,808-34.7% |
| Participation rate | 81.8% | 62.2%+19.6pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 9.34% | 18.17%-8.8pp | 24.33%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,647 | $2,134-22.8% | $3,400-51.6% | $2,631-37.4% |
| Participant deferral / active EE | $1,859 | $3,168-41.3% | $4,692-60.4% | $4,212-55.9% |
| Admin fee / account holder | $7,256 | $6,369+13.9% | $11,386-36.3% | $7,344-1.2% |