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 | $63,240 | $81,248-22.2% | $155,509-59.3% | $80,856-21.8% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 8.77% | 33.31%-24.5pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,475 | $3,100-20.2% | $4,672-47.0% | $2,755-10.2% |
| Participant deferral / active EE | $3,028 | $3,452-12.3% | $5,626-46.2% | $4,296-29.5% |
| Admin fee / account holder | $8,967 | $7,997+12.1% | $15,912-43.6% | $6,918+29.6% |