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 8-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 | $64,676 | $65,376-1.1% | $87,100-25.7% | $65,185-0.8% |
| Participation rate | 77.0% | 75.3%+1.7pp | 76.9%+0.1pp | 70.2%+6.8pp |
| Annual return | 10.82% | 31.27%-20.4pp | 28.19%-17.4pp | 29.38%-18.6pp |
| Employer contribution / active EE | $897 | $1,822-50.8% | $2,521-64.4% | $2,177-58.8% |
| Participant deferral / active EE | $4,877 | $3,388+43.9% | $4,049+20.5% | $3,514+38.8% |
| Admin fee / account holder | $7,523 | $520+1347.5% | $7,497+0.4% | $847+788.1% |