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 | $68,238 | $99,341-31.3% | $84,750-19.5% | $273,961-75.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.49% | 22.93%-21.4pp | 22.78%-21.3pp | 41.45%-40.0pp |
| Employer contribution / active EE | $2,211 | $4,214-47.5% | $3,574-38.2% | $4,869-54.6% |
| Participant deferral / active EE | $3,507 | $4,269-17.9% | $3,712-5.5% | $5,287-33.7% |
| Admin fee / account holder | $3,076 | $6,644-53.7% | $5,332-42.3% | $10,132-69.6% |