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 | $61,557 | $83,477-26.3% | $125,175-50.8% | $72,985-15.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.57% | 25.78%-10.2pp | 43.79%-28.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,107 | $2,345-10.2% | $3,865-45.5% | $2,440-13.6% |
| Participant deferral / active EE | $2,253 | $3,585-37.1% | $4,937-54.4% | $3,607-37.5% |
| Admin fee / account holder | $2,485 | $5,517-55.0% | $9,702-74.4% | $5,124-51.5% |