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 | $59,002 | $65,041-9.3% | $90,951-35.1% | $79,858-26.1% |
| Participation rate | 70.6% | 61.6%+9.0pp | 69.0%+1.6pp | 69.6%+1.0pp |
| Annual return | 2.63% | 30.45%-27.8pp | 134.60%-132.0pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,621 | $1,247+30.0% | $2,122-23.6% | $2,471-34.4% |
| Participant deferral / active EE | $4,083 | $2,512+62.6% | $3,373+21.1% | $3,740+9.2% |
| Admin fee / account holder | $10,960 | $4,536+141.6% | $5,959+83.9% | $5,306+106.5% |