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 | $64,579 | $67,606-4.5% | $82,313-21.5% | $70,131-7.9% |
| Participation rate | 76.7% | 72.8%+4.0pp | 76.9%-0.2pp | 69.5%+7.2pp |
| Annual return | 9.21% | 21.57%-12.4pp | 25.88%-16.7pp | 73.14%-63.9pp |
| Employer contribution / active EE | $374 | $1,755-78.7% | $2,428-84.6% | $2,342-84.0% |
| Participant deferral / active EE | $2,662 | $2,987-10.9% | $3,706-28.2% | $3,332-20.1% |
| Admin fee / account holder | $942 | $4,512-79.1% | $5,608-83.2% | $4,645-79.7% |