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 8-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 | $62,410 | $87,013-28.3% | $106,213-41.2% | $80,856-22.8% |
| Participation rate | 87.6% | 70.4%+17.2pp | 75.3%+12.4pp | 67.6%+20.0pp |
| Annual return | 10.01% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,774 | $2,395+15.8% | $3,171-12.5% | $2,755+0.7% |
| Participant deferral / active EE | $3,157 | $3,986-20.8% | $5,016-37.1% | $4,296-26.5% |
| Admin fee / account holder | $3,941 | $8,431-53.3% | $11,033-64.3% | $6,918-43.0% |