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 | $56,302 | $86,286-34.7% | $111,297-49.4% | $85,850-34.4% |
| Participation rate | 77.2% | 73.3%+3.8pp | 77.3%-0.1pp | 69.3%+7.9pp |
| Annual return | 9.31% | 19.99%-10.7pp | 54.65%-45.3pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,286 | $2,043-37.1% | $2,731-52.9% | $2,565-49.9% |
| Participant deferral / active EE | $3,348 | $3,641-8.0% | $4,487-25.4% | $3,952-15.3% |
| Admin fee / account holder | $5,766 | $8,188-29.6% | $7,964-27.6% | $6,260-7.9% |