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 | $62,765 | $87,135-28.0% | $206,214-69.6% | $116,875-46.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.4%+17.6pp | 74.5%+25.5pp |
| Annual return | 9.35% | 22.51%-13.2pp | -1.60%+11.0pp | 16.29%-6.9pp |
| Employer contribution / active EE | $1,206 | $3,046-60.4% | $5,967-79.8% | $3,288-63.3% |
| Participant deferral / active EE | $2,353 | $3,898-39.6% | $4,649-49.4% | $3,885-39.4% |
| Admin fee / account holder | $1,500 | $8,630-82.6% | $13,671-89.0% | $12,263-87.8% |