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 | $62,305 | $71,050-12.3% | $93,606-33.4% | $80,856-22.9% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.6%+23.4pp |
| Annual return | 9.50% | 11.26%-1.8pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $638 | $1,564-59.2% | $2,420-73.6% | $2,755-76.8% |
| Participant deferral / active EE | $6,107 | $4,034+51.4% | $4,411+38.4% | $4,296+42.2% |
| Admin fee / account holder | $2,679 | $6,945-61.4% | $8,285-67.7% | $6,918-61.3% |