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 | $63,111 | $67,411-6.4% | $91,001-30.6% | $70,131-10.0% |
| Participation rate | 76.7% | 71.4%+5.3pp | 75.6%+1.1pp | 69.5%+7.1pp |
| Annual return | 7.73% | -40.16%+47.9pp | 4.60%+3.1pp | 73.14%-65.4pp |
| Employer contribution / active EE | $1,216 | $1,786-31.9% | $2,456-50.5% | $2,342-48.1% |
| Participant deferral / active EE | $2,504 | $2,823-11.3% | $3,547-29.4% | $3,332-24.9% |
| Admin fee / account holder | $6,450 | $4,236+52.3% | $5,417+19.1% | $4,645+38.9% |