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 | $63,341 | $45,073+40.5% | $69,455-8.8% | $72,985-13.2% |
| Participation rate | 70.2% | 68.5%+1.7pp | 74.6%-4.4pp | 69.5%+0.7pp |
| Annual return | 4.68% | 22.65%-18.0pp | 28.97%-24.3pp | 81.00%-76.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,758 | $2,602-32.4% | $3,535-50.3% | $3,607-51.3% |
| Admin fee / account holder | $6,169 | $3,056+101.9% | $3,839+60.7% | $5,124+20.4% |