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 | $65,102 | $71,050-8.4% | $93,606-30.5% | $80,856-19.5% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 7.50% | 11.26%-3.8pp | 133.20%-125.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,565 | $1,564+0.1% | $2,420-35.3% | $2,755-43.2% |
| Participant deferral / active EE | $1,265 | $4,034-68.6% | $4,411-71.3% | $4,296-70.5% |
| Admin fee / account holder | $2,293 | $6,945-67.0% | $8,285-72.3% | $6,918-66.9% |