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 | $51,762 | $80,968-36.1% | $96,544-46.4% | $75,163-31.1% |
| Participation rate | 79.1% | 71.8%+7.3pp | 76.0%+3.1pp | 67.2%+11.9pp |
| Annual return | 10.58% | 27.06%-16.5pp | 25.84%-15.3pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,493 | $2,282-34.6% | $2,965-49.7% | $2,670-44.1% |
| Participant deferral / active EE | $2,597 | $3,928-33.9% | $4,851-46.5% | $4,125-37.0% |
| Admin fee / account holder | $739 | $6,724-89.0% | $8,252-91.0% | $5,651-86.9% |