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 6-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 | $67,494 | $110,257-38.8% | $96,544-30.1% | $139,434-51.6% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 3.28% | 26.32%-23.0pp | 25.84%-22.6pp | 372.94%-369.7pp |
| Employer contribution / active EE | $1,214 | $3,620-66.5% | $2,965-59.1% | $4,751-74.4% |
| Participant deferral / active EE | $2,783 | $5,548-49.8% | $4,851-42.6% | $6,710-58.5% |
| Admin fee / account holder | $5,630 | $11,591-51.4% | $8,252-31.8% | $11,403-50.6% |