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 9-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 | $59,151 | $89,753-34.1% | $107,525-45.0% | $84,808-30.3% |
| Participation rate | 84.1% | 68.1%+16.0pp | 75.1%+9.0pp | 68.3%+15.8pp |
| Annual return | 10.12% | 29.48%-19.4pp | 181.32%-171.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,197 | $3,113-29.4% | $3,754-41.5% | $2,631-16.5% |
| Participant deferral / active EE | $5,276 | $4,056+30.1% | $5,116+3.1% | $4,212+25.3% |
| Admin fee / account holder | $2,949 | $7,222-59.2% | $8,919-66.9% | $7,344-59.8% |