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 3-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 | $65,802 | $80,717-18.5% | $154,803-57.5% | $84,808-22.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.74% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,085 | $2,761+11.7% | $4,305-28.4% | $2,631+17.2% |
| Participant deferral / active EE | $3,346 | $3,303+1.3% | $5,540-39.6% | $4,212-20.5% |
| Admin fee / account holder | $6,361 | $6,746-5.7% | $14,329-55.6% | $7,344-13.4% |