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 | $83,734 | $148,978-43.8% | $200,582-58.3% | $84,808-1.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 5.39% | 28.16%-22.8pp | 42.33%-36.9pp | 40.90%-35.5pp |
| Employer contribution / active EE | $4,025 | $4,815-16.4% | $6,419-37.3% | $2,631+53.0% |
| Participant deferral / active EE | $3,643 | $7,142-49.0% | $9,331-61.0% | $4,212-13.5% |
| Admin fee / account holder | $45,821 | $13,977+227.8% | $16,305+181.0% | $7,344+523.9% |