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 | $59,302 | $63,346-6.4% | $92,233-35.7% | $70,131-15.4% |
| Participation rate | 78.0% | 68.7%+9.3pp | 76.5%+1.5pp | 69.5%+8.5pp |
| Annual return | 9.19% | 530.12%-520.9pp | 176.28%-167.1pp | 73.14%-63.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,185 | $2,854+11.6% | $3,897-18.3% | $3,332-4.4% |
| Admin fee / account holder | $344 | $3,840-91.1% | $5,194-93.4% | $4,645-92.6% |