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 | $71,806 | $72,277-0.7% | $101,248-29.1% | $79,858-10.1% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 2.04% | 22.30%-20.3pp | 46.47%-44.4pp | 31.71%-29.7pp |
| Employer contribution / active EE | $750 | $2,692-72.1% | $3,660-79.5% | $2,471-69.6% |
| Participant deferral / active EE | $3,934 | $3,282+19.9% | $4,370-10.0% | $3,740+5.2% |
| Admin fee / account holder | $7,656 | $4,400+74.0% | $5,945+28.8% | $5,306+44.3% |