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 | $54,611 | $67,411-19.0% | $91,001-40.0% | $70,131-22.1% |
| Participation rate | 93.3% | 71.4%+22.0pp | 75.6%+17.7pp | 69.5%+23.8pp |
| Annual return | 11.57% | -40.16%+51.7pp | 4.60%+7.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,578 | $1,786-11.6% | $2,456-35.7% | $2,342-32.6% |
| Participant deferral / active EE | $2,958 | $2,823+4.8% | $3,547-16.6% | $3,332-11.2% |
| Admin fee / account holder | $2,284 | $4,236-46.1% | $5,417-57.8% | $4,645-50.8% |