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 | $58,041 | $148,978-61.0% | $200,582-71.1% | $84,808-31.6% |
| Participation rate | 83.0% | 84.2%-1.3pp | 86.9%-3.9pp | 68.3%+14.7pp |
| Annual return | 9.05% | 28.16%-19.1pp | 42.33%-33.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,218 | $4,815-53.9% | $6,419-65.4% | $2,631-15.7% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,724 | $13,977-59.0% | $16,305-64.9% | $7,344-22.1% |