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 | $65,126 | $86,929-25.1% | $102,423-36.4% | $80,856-19.5% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.6%+21.8pp |
| Annual return | 5.92% | 18.88%-13.0pp | 29.32%-23.4pp | 35.59%-29.7pp |
| Employer contribution / active EE | $2,349 | $2,369-0.9% | $3,023-22.3% | $2,755-14.7% |
| Participant deferral / active EE | $6,586 | $4,118+59.9% | $5,053+30.3% | $4,296+53.3% |
| Admin fee / account holder | $10,486 | $8,049+30.3% | $9,451+11.0% | $6,918+51.6% |