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 | $59,390 | $80,717-26.4% | $154,803-61.6% | $84,808-30.0% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 8.02% | 37.96%-29.9pp | 58.88%-50.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $3,579 | $2,761+29.6% | $4,305-16.9% | $2,631+36.1% |
| Participant deferral / active EE | $2,472 | $3,303-25.1% | $5,540-55.4% | $4,212-41.3% |
| Admin fee / account holder | $4,686 | $6,746-30.5% | $14,329-67.3% | $7,344-36.2% |