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 7-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 | $61,319 | $58,523+4.8% | $99,443-38.3% | $72,985-16.0% |
| Participation rate | 78.1% | 64.6%+13.5pp | 73.8%+4.3pp | 69.5%+8.6pp |
| Annual return | 14.28% | 28.51%-14.2pp | 30.72%-16.4pp | 81.00%-66.7pp |
| Employer contribution / active EE | $730 | $1,512-51.8% | $2,540-71.3% | $2,440-70.1% |
| Participant deferral / active EE | $2,449 | $2,606-6.0% | $3,619-32.3% | $3,607-32.1% |
| Admin fee / account holder | $3,515 | $4,102-14.3% | $6,250-43.8% | $5,124-31.4% |