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 | $62,144 | $95,803-35.1% | $113,168-45.1% | $84,808-26.7% |
| Participation rate | 89.1% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.8pp |
| Annual return | 12.26% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,912 | $2,360-19.0% | $2,975-35.7% | $2,631-27.3% |
| Participant deferral / active EE | $2,750 | $4,242-35.2% | $5,107-46.2% | $4,212-34.7% |
| Admin fee / account holder | $3,780 | $8,989-58.0% | $12,068-68.7% | $7,344-48.5% |