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 | $58,586 | $157,256-62.7% | $141,162-58.5% | $152,861-61.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 12.71% | 64.32%-51.6pp | 71.39%-58.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,438 | $5,261-53.7% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $4,463 | $7,109-37.2% | $6,709-33.5% | $5,850-23.7% |
| Admin fee / account holder | $442 | $12,120-96.4% | $10,261-95.7% | $11,596-96.2% |