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 | $76,194 | $74,927+1.7% | $101,794-25.1% | $84,808-10.2% |
| Participation rate | 71.7% | 61.4%+10.3pp | 69.2%+2.6pp | 68.3%+3.4pp |
| Annual return | 11.72% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,036 | $3,099-34.3% | $4,084-50.1% | $4,212-51.6% |
| Admin fee / account holder | $2,935 | $6,514-54.9% | $8,777-66.6% | $7,344-60.0% |