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 | $63,075 | $95,803-34.2% | $113,168-44.3% | $84,808-25.6% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 12.18% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $725 | $2,360-69.3% | $2,975-75.6% | $2,631-72.5% |
| Participant deferral / active EE | $2,903 | $4,242-31.6% | $5,107-43.1% | $4,212-31.1% |
| Admin fee / account holder | $15,387 | $8,989+71.2% | $12,068+27.5% | $7,344+109.5% |