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 | $58,362 | $60,022-2.8% | $88,946-34.4% | $84,808-31.2% |
| Participation rate | 83.9% | 57.8%+26.1pp | 68.8%+15.1pp | 68.3%+15.6pp |
| Annual return | 3.31% | 22.43%-19.1pp | 57.82%-54.5pp | 40.90%-37.6pp |
| Employer contribution / active EE | $3,300 | $1,703+93.8% | $2,555+29.1% | $2,631+25.4% |
| Participant deferral / active EE | $6,832 | $3,114+119.4% | $4,581+49.1% | $4,212+62.2% |
| Admin fee / account holder | $2,389 | $4,811-50.3% | $8,261-71.1% | $7,344-67.5% |