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 | $68,817 | $75,963-9.4% | $97,995-29.8% | $70,131-1.9% |
| Participation rate | 84.8% | 77.0%+7.9pp | 82.4%+2.5pp | 69.5%+15.3pp |
| Annual return | 6.57% | 19.26%-12.7pp | 23.94%-17.4pp | 73.14%-66.6pp |
| Employer contribution / active EE | $1,942 | $3,278-40.8% | $4,158-53.3% | $2,342-17.1% |
| Participant deferral / active EE | $2,078 | $4,053-48.7% | $5,097-59.2% | $3,332-37.6% |
| Admin fee / account holder | $21,845 | $5,407+304.0% | $5,943+267.5% | $4,645+370.3% |