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 | $72,544 | $80,717-10.1% | $154,803-53.1% | $84,808-14.5% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 7.56% | 37.96%-30.4pp | 58.88%-51.3pp | 40.90%-33.3pp |
| Employer contribution / active EE | $902 | $2,761-67.3% | $4,305-79.1% | $2,631-65.7% |
| Participant deferral / active EE | $3,495 | $3,303+5.8% | $5,540-36.9% | $4,212-17.0% |
| Admin fee / account holder | $26,841 | $6,746+297.9% | $14,329+87.3% | $7,344+265.5% |