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 | $46,821 | $95,803-51.1% | $113,168-58.6% | $84,808-44.8% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 12.02% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,386 | $2,360+1.1% | $2,975-19.8% | $2,631-9.3% |
| Participant deferral / active EE | $5,465 | $4,242+28.8% | $5,107+7.0% | $4,212+29.8% |
| Admin fee / account holder | $2,165 | $8,989-75.9% | $12,068-82.1% | $7,344-70.5% |