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 | $57,991 | $55,706+4.1% | $75,886-23.6% | $72,985-20.5% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.3%+23.4pp | 69.5%+23.2pp |
| Annual return | 3.12% | 27.59%-24.5pp | 30.76%-27.6pp | 81.00%-77.9pp |
| Employer contribution / active EE | $1,666 | $1,687-1.2% | $2,500-33.4% | $2,440-31.7% |
| Participant deferral / active EE | $3,163 | $2,634+20.1% | $3,603-12.2% | $3,607-12.3% |
| Admin fee / account holder | $557 | $3,978-86.0% | $5,418-89.7% | $5,124-89.1% |