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 | $65,710 | $177,572-63.0% | $154,803-57.6% | $142,382-53.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 5.52% | 65.07%-59.5pp | 58.88%-53.4pp | 217.08%-211.6pp |
| Employer contribution / active EE | $1,337 | $4,810-72.2% | $4,305-68.9% | $4,299-68.9% |
| Participant deferral / active EE | $6,561 | $6,272+4.6% | $5,540+18.4% | $6,507+0.8% |
| Admin fee / account holder | $67,681 | $16,786+303.2% | $14,329+372.3% | $12,624+436.1% |