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 | $67,882 | $80,968-16.2% | $96,544-29.7% | $75,163-9.7% |
| Participation rate | 96.9% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.7pp |
| Annual return | 11.46% | 27.06%-15.6pp | 25.84%-14.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,908 | $2,282-16.4% | $2,965-35.7% | $2,670-28.6% |
| Participant deferral / active EE | $4,475 | $3,928+13.9% | $4,851-7.8% | $4,125+8.5% |
| Admin fee / account holder | $4,029 | $6,724-40.1% | $8,252-51.2% | $5,651-28.7% |