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 | $59,659 | $95,803-37.7% | $113,168-47.3% | $84,808-29.7% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 12.23% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,563 | $2,360+51.0% | $2,975+19.8% | $2,631+35.4% |
| Participant deferral / active EE | $8,740 | $4,242+106.0% | $5,107+71.1% | $4,212+107.5% |
| Admin fee / account holder | $22,692 | $8,989+152.4% | $12,068+88.0% | $7,344+209.0% |