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 8-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 | $69,730 | $60,022+16.2% | $88,946-21.6% | $84,808-17.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 4.67% | 22.43%-17.8pp | 57.82%-53.2pp | 40.90%-36.2pp |
| Employer contribution / active EE | $3,857 | $1,703+126.5% | $2,555+50.9% | $2,631+46.6% |
| Participant deferral / active EE | $6,963 | $3,114+123.6% | $4,581+52.0% | $4,212+65.3% |
| Admin fee / account holder | $3,405 | $4,811-29.2% | $8,261-58.8% | $7,344-53.6% |