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 | $63,558 | $106,584-40.4% | $101,326-37.3% | $142,382-55.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 9.92% | 36.93%-27.0pp | 36.82%-26.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,895 | $3,956-26.8% | $3,665-21.0% | $4,299-32.7% |
| Participant deferral / active EE | $2,895 | $8,297-65.1% | $7,994-63.8% | $6,507-55.5% |
| Admin fee / account holder | $48,430 | $11,446+323.1% | $11,185+333.0% | $12,624+283.6% |