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 | $84,466 | $95,803-11.8% | $113,168-25.4% | $84,808-0.4% |
| Participation rate | 83.0% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.7pp |
| Annual return | 10.85% | 25.00%-14.2pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $892 | $2,360-62.2% | $2,975-70.0% | $2,631-66.1% |
| Participant deferral / active EE | $4,500 | $4,242+6.1% | $5,107-11.9% | $4,212+6.9% |
| Admin fee / account holder | $11,799 | $8,989+31.3% | $12,068-2.2% | $7,344+60.7% |