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 | $45,451 | $53,127-14.4% | $86,590-47.5% | $70,131-35.2% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 12.18% | 27.66%-15.5pp | 964.84%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,222 | $2,068+7.4% | $2,839-21.7% | $2,342-5.2% |
| Participant deferral / active EE | $2,654 | $2,696-1.5% | $3,609-26.5% | $3,332-20.3% |
| Admin fee / account holder | $3,047 | $3,585-15.0% | $4,906-37.9% | $4,645-34.4% |